SERVICE AREASI work remotely with clients across the entire country, so no matter where you live, I am never more than a phone call or webinar away. I am also regularly available to meet in Denver/Boulder, Summit County and Steamboat Springs, Colorado. MY APPROACHI provide personalized financial advice to help you achieve your goals, today and in the future. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your financial life.Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation.AREAS OF FOCUS• Retirement Planning Strategies• Estate Planning Strategies• Tax Planning Strategies• Financial Planning After the Loss of a Loved One• Divorce Financial Planning• Small Business• Intergenerational Planning• Investment Management• Retirement Income Strategies• Wealth Preservation Strategies• Business Retirement Plans• Women's Financial Strategies• Charitable Giving• Family Finances• Domestic Partner Planning• Sustainable and Responsible InvestingQUALIFICATIONS• CFP® CERTIFIED FINANCIAL PLANNER™ practitioner• ChFC® Chartered Financial Consultant®• AEP® Accredited Estate Planner®• CAP® Chartered Advisor in Philanthropy®• APMA® Accredited Portfolio Management Advisor℠• CRPC® Chartered Retirement Planning Counselor℠• BFA™ Behavioral Financial Advisor™• CDFA®; Certified Divorce Financial Analyst®INTERESTSMy husband, JC and I have been married for 23 years. We feel fortunate to live in beautiful Colorado where we enjoy the outdoors in our own backyard with our two sons Deagan (16) and Lincoln (8) and are often accompanied by our dog, Reine leaving our kitties to hold down the fort. In the Winter, we snowboard and ski at our home mountain of Breckenridge. In the Summer, we all enjoy paddle boarding, biking, camping, swimming, and hiking together. COMMUNITY PARTICIPATIONI strive to help my local communities and charitable organizations in any way possible. I am always open to new ways that I may help, especially in regard to education in finances. I am currently serve of the Board of Trustees for the Women's Estate Planning Council (WEPC).