Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Listen first and talk later
Understand where you are, where you want to be and help you "connect the dots"
Highly experienced advisor with business management and CPA background (*)
Area of focus - long term care planning strategies
My goal is to deliver to you what I would expect from my financial advisor – a focus on developing a relationship that extends far beyond investments and includes a deep understanding of who you are, what you are trying to achieve and what is required to get there. This core belief has guided me since becoming a financial advisor in 2004.
My time as a financial advisor and my background earning an MBA, being a CPA (*) at Deloitte & Touche and my 17 years at Hewlett-Packard, including my role as a director, have served me well in my role as a financial advisor. I bring to bear a unique combination of skills as an experienced advisor, a business management background and accounting and tax experience. Most importantly, a key tenet of mine is to “listen first and talk later”.
I am backed by one of the largest and most sophisticated financial service firms in the industry. I offer traditional brokerage and investment banking services including investments, life insurance and long term care insurance. In addition, Merrill Lynch is part of Bank of America, N.A. so I work closely with Wealth Management Lending Officers(**)from Bank of America, N.A. to offer clients access to personal and business credit management and residential and commercial lending.
One of the most enjoyable parts of my job is talking with clients, both on a professional and personal basis. I believe that getting to know each other on a personal level builds a shared trust and mutual respect that allows me to better serve my clients.
I combine my understanding of you with my experience and knowledge to construct a goals-based plan that quantifies what is needed to reach your goals and measures our progress. I chose to become a financial advisor because I find the process of helping clients achieve their lifelong goals the most rewarding profession of my career.
I graduated as valedictorian of the College of Business at Utah State University with a B.S. degree in accounting and received an M.B.A. degree from the University of California-Berkeley. I am a charter member of WomenGive, a United Way organization which began in 2006 and focuses on providing childcare scholarships for single parents who are pursuing a college degree. I have been a member of the Foothills Rotary Club of Fort Collins since 2004. I served as president of the club for the fiscal year 2016-2017 and was named President of the Year for Rotary District 5440 in June 2017. My hobbies include playing games with my family, jogging, mountain biking, yoga and downhill skiing, especially in Steamboat Springs, Colorado, where we own a mountain home. My husband Scott and I recently celebrated our 28th wedding anniversary and live in Fort Collins, Colorado and have two daughters. Our oldest daughter graduated from the School of Journalism at the University of Missouri and is a reporter at The Boulder Daily Camera. Our youngest daughter is entering her senior year at the University of Colorado-Boulder and is pursuing a dual major in mechanical engineering and applied math.
(*) Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their professional advisors.
(**) Wealth Management Lending Officers do not offer investment advice, nor make recommendations on investment products.
When I served as President of the Foothills Rotary Club of Fort Collins in 2017, I wanted a fundraiser that involved and benefited the local community. Given the abundance of world class craft beer destinations in the Fort Collins area, our club teamed with 25 local microbreweries and brewpubs to create the Fort Collins Ale Trail, an app you download from iTunes or Google Play Store (search for Donor Trail) to your mobile phone. In the app, you have the option to purchase the pass for $20 and, by doing this, you will receive offers now worth over $200 including 2-for-1 beers at now 21 of the 25 breweries as well as discounts from sponsors. The best part of this is that all the net profits go to charities selected by our club and by the microbrewery partners and the user gets to select from when they purchase the app. We just completed our first year of operation and are slated to give over $14,000 to these 5 charities.
University of California-Berkeley
Utah State University
We along with your tax professional can help you understand how it might affect your investment strategy
Supported by the global resources of Merrill Lynch, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.
Senior Wealth Management Lending Officer NMLS # 515815
Insurance Associate Specialist
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.