I love solving problems and making a real impact on your life. Money is often the thing standing in the way of your goals, and I want to help remove that hurdle—or at least reduce it. I also love numbers and analytics, which play well into this role.
Growing up with a hearing loss, I was underestimated more times than I can count. I learned early on to outwork doubt and let results speak for themselves. That same drive is what I bring to my work with you—I know what it means to face obstacles and push through them anyway. When you come to me with big goals, real fears, or complex challenges, I lean in with the same grit I've carried my entire life.
I specialize in working with small business owners—especially female-owned and family-owned businesses. I help set up retirement plans like SIMPLEs and SEPs, and I help you navigate the financial connection between your personal and business finances. There's a lot of need in this area; it provides great complex puzzles, and it's a demographic I can really connect with.
I'm a third-generation wealth manager and a Colorado native, which really shaped my love of the outdoors. I'm inspired by my dad and grandpa—seeing the impact they could make on people's lives showed me what this work could be. I earned both my undergraduate and master's degrees in accounting in 2017 and became a CPA the same year. As part of my continued education within the industry, I have also earned my CFP® , my Series 7 and 66 securities licenses, as well as insurance licenses.
I'm married to my high school sweetheart, Chris, and we have two daughters, Brooklyn Rose and Cassidy Lynn. Family is a huge part of my life—everything I do leads to my ultimate goal of providing a happy, healthy, impactful life for them. When I'm not working, I'm running, traveling, going on adventures, or doing pretty much anything outdoors.
I offer securities and investment advisory services through Genéos Wealth Management, Inc., a member of FINRA/SIPC.