Our clients entrust us with their livelihoods. It's a responsibility we don't take lightly.
I'm a Certified Public Accountant, Certified Financial Planner, Certified Wealth Strategist, Personal Financial Specialist, and Chartered Retirement Planning Counselor. My undergraduate degree is in accounting, and my master's is in personal financial planning. I was fortunate to start my career in wealth management in 2007. The lessons I learned from experiencing the financial crisis in 2008 are invaluable and provide insights into navigating today's uncertainties. I started my career at a private wealth management firm that was also a CPA firm, where we helped our clients manage their wealth, prepare their tax returns, and structure their estate plans. After about nine years, I joined Schwab Private Client as a Senior Private Client Advisor. During my tenure at Schwab, I led a team, grew my practice to over 200 clients, and managed around $700 million in assets.
I live in Lone Tree, CO, and have a son, Jameson. I love skiing, golfing, hiking, trying new restaurants, and being active with my son! I also serve on the Porter-Billups Leadership Academy board - an organization committed to fostering leadership and academic skills in kiddos.