I'm the person you'll often hear from first when you reach out—whether that's answering a question, helping with paperwork, or making sure you're connected to the right person on our team.
Client care means different things at different firms, but here's what it means to me: being responsive, getting you what you need without the runaround, and making the administrative side of working with us as seamless as possible. I want every interaction you have with our firm to feel easy and taken care of.
I'm originally from Montrose, Colorado, and studied Applied Computing Technology with a minor in Business Administration at Colorado State University. That background—combining the technical side with how businesses actually work—has been surprisingly useful in this role. I hold my Series 7 registration with LPL Financial, which means I understand the regulatory and operational details that often trip people up.
These days, I live in Denver with my Boston Terrier. When I'm not working, I'm usually doing something hands-on—tackling a new craft project, kayaking, working in the greenhouse, or getting up into the mountains. I also spend a lot of time with family and animals, which keeps life balanced.
If you ever need anything or aren't sure who to ask, I'm a good place to start.