I’ve always believed in the power of hard work, adaptability, and the importance of family—values instilled in me by my parents. Growing up as a Navy brat, I lived all over the country, constantly adjusting to new places, people, and experiences. That nomadic upbringing gave me a deep appreciation for resilience and planning, both of which have shaped the way I approach life and my career.
Before becoming a financial advisor nearly a decade ago, I spent years in engineering and business management—fields that strengthened my analytical mindset and problem-solving skills. But my true calling emerged when I experienced firsthand how crucial financial planning is during life’s most challenging moments. When my father passed away, I saw how difficult it was to navigate major life changes while grieving. It was then that I realized the profound impact thoughtful financial guidance can have in providing stability, clarity, and confidence.
Now, as a financial advisor, I work with individuals, families, executives, and business owners to develop strategies that align their wealth with their life’s purpose. I believe financial success isn’t just about numbers—it’s about creating the freedom and security to focus on what truly matters. Life is constantly evolving, and my role is to help my clients stay prepared, adaptable, and confident in their financial future.
Outside of work, I’ve put down roots in Colorado, where my husband, Dave, our two children, and our beloved schnauzer enjoy every adventure the mountains offer—skiing, biking, hiking, and golfing. Colorado’s beauty reminds me daily of the importance of balance, purpose, and making the most of every moment—principles that also guide the way I help my clients shape their financial journeys.
My first priority is getting to know you—your values, your priorities, and what truly matters in your life. With that understanding, I ask thoughtful questions, listen carefully, and take a detailed look at where your wealth stands today and where you want it to be in the future.
From there, I create a clear strategy designed around your goals while helping manage investment risk. My approach goes beyond the numbers—it's about building a plan that fits your life, giving you the confidence and direction to make the most of your wealth now and in the years ahead.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.