I'm responsible for making sure the operational side of our client work runs smoothly. New accounts get opened correctly. Money moves when and where it's supposed to. Details get tracked and executed so nothing falls through the cracks. It's not the visible part of financial planning, but when it's done right, clients don't have to think about it.
I've spent nearly a decade in finance, and what drives me is helping people cut through confusion and make decisions that actually serve them. The mechanics matter, but so does translation. Most people don't need jargon. They need clarity about what their options are and what happens next.
I studied sociology at Truman State University and earned my master's in education from Stephens College. That combination taught me how to listen, how people process information, and how to communicate in ways that land. I have the Behavioral Financial Advisor designation and hold Series 7 and 66 licenses, which means I can support clients on retirement strategy, tax implications, and brokerage account management.
Outside the office, my husband Dillon and I are outdoors as often as possible with our kids, June and Elliott. Hiking, camping, skiing when the snow's good, and soaking up sunny days before they're gone. We live in Colorado Springs, and enjoying the mountains is important for us.
I volunteer with Pikes Peak Habitat for Humanity and the Pikes Peak Children's Museum because being part of the community we're raising our family in matters. It's not separate from the rest of life. It's part of it.
“Love is in the details. When everything behind the scenes is thoughtful and organized, clients can focus on what matters most in their lives.”