My primary career passion is making a difference in the lives of clients by focusing on learning what is truly important to them and working together to create a goals-based plan and investment strategy. RBC Wealth Management is a perfect fit with a client-first approach, values-based culture, and the strength of the Royal Bank of Canada.
I grew up in St. Louis, Missouri, and graduated with a Bachelor of Arts degree from College of Saint Benedict / Saint John’s University in Minnesota. I have been in the financial securities industry since 2000, passed the Series 7, 63, 66, 9/10 and 31 securities exams and hold life and health insurance licenses. In addition, I earned the Certified Plan Fiduciary Advisor® (CPFA) designation.
In my free time, I enjoy quality time with my daughter, husband and our families, as well as hiking, travelling, volunteering, fine arts, gardening and taking long walks with our dog. I am committed to giving back to the community through involvement in the Food Bank of the Rockies, Cherry Creek Academy PTO, Colorado Women of Wealth Management, A Precious Child and The Boys and Girls Clubs of Metro Denver.
