Categories
Financial Services
Hours:
8:00 am - 5:00 pm Monday through Thursday
8:00 am - 3:00 pm Friday
Driving Directions:
Located on the north side of Green Mountain just south of US-6 on Indiana Street in Golden near the Denver West area
About Us
We are committed to helping families build or receive generational wealth. We understand the discipline it takes to build a wealth strategy for future generations and the challenges with inheriting assets. We strategically align our appointments to focus on all areas of your financial strategy, and we will collaborate with your trusted team of professionals, including accountants and attorneys, to create a holistic approach to your financial path.
As your financial advisor, I will:
• Calculate your savings strategy to meet your lifestyle goals
• Relentlessly remind you to book your planned trip of a lifetime, send the invitations to your big anniversary party, and retire on time
• Prepare you to transition into retirement through a carefully planned and executed exit strategy
• Coach you through wealth transfer to the next generation or from the previous generation
I am originally from St. Charles, MO, and an alumna of the University of Missouri – Rolla. I moved to Denver in 2007 with my first career in petroleum engineering. In 2018, I made a career shift from corporate finance and engineering to become a financial advisor with Edward Jones. I maintain an office in Golden while my husband and I moved to the Pine Junction area in 2022 to be a part of a community away from the city. We have a total of four children, one grandchild and four dogs, and we spend our free time as new empty nesters traveling.
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