People who know me well aren't surprised I ended up in operations. I've always been the person who brings order to chaos, who makes sure nothing falls through the cracks, and who genuinely enjoys creating systems that help people feel confident about what's happening next. What might surprise them is that I used to be a Denver Roller Doll. Turns out the same focus and discipline that helped me navigate the roller derby track translates pretty well to keeping a financial planning practice running smoothly.
I started in the financial industry in 2012 after working with the Colorado Veterans Project. That experience taught me a lot about serving people who deserve better than they often get, and it shaped how I think about client service. Everyone who walks through our doors is dealing with something important to them, and my job is to make sure they feel heard, supported, and confident that we're handling the details.
What I love most about this work is bringing structure and clarity to complex situations. Financial planning involves a lot of moving parts, and clients shouldn't have to wonder what's happening or what comes next. I focus on making sure communication is clear, processes run smoothly, and everyone (clients and team members) feels supported. Every client is different, and I enjoy tailoring the experience so they feel confident moving forward.
I live in Denver with my husband, Michael, and our two daughters. Sidney is 21 and studying to be a dental hygienist, and Neena is 19 and studying to be a sound engineer. When I'm not working, you'll find me working out, golfing, fly fishing, traveling, or just hanging out with family and friends. I'm also involved with veteran organizations, which continues to be important to me.