Who I Am
I provide custom solutions to individuals and business owners through financial planning – that meet set financial goals. I am dedicated to a unique managed risk approach. I provide investors access to Summit Global Investments’ public and private funds, custom strategies’ and avoid index mimicry.
Specialization
Business owners, Pre-retirees and retirees.
Hobbies
Scuba Diving is my meditation and it replenishes my soul. It takes me all over the world and allows me to experience many different cultures. I love hiking with my dogs. I enjoy spending an evening with my husband and/or friends and eating great cuisine which all brings me great joy.
My Commitment
My commitment is to assist my clients in reaching their desired financial goals through quality of service, timely communication, staying educated and knowledgeable on a variety of investment vehicles, giving them the best in risk adjusted, actively money management and respecting their privacy.
Favorite Books, Mottos, Quotes
Life is not a dress rehearsal!
Other Info
Two reasons – I was never educated on how to manage and invest my own money so It started out as a way to self educate myself. In that process I started sharing this new found knowledge with others. It just really resonated with me to help people to become better with their decisions about there finances and retirement. Also, being self employed was the icing on the cake!
State: Colorado (CO)
Date Joined: 9/20/2023
