Who I Am
With 17 years as a financial advisor and extensive experience as a former tax practice owner, I bring a comprehensive understanding of how tax strategies impact long-term financial planning for business owners and their families. Based in the mountains of Gunnison, Colorado, I work alongside my husband Boyd, who provides market expertise and detailed analysis, while I focus on big-picture planning with concrete numbers and illustrations. Our team is completed by Paige, our client communication specialist of nearly 10 years, ensuring seamless service delivery. Together, we specialize in integrated financial, tax, and legacy planning solutions that bridge the gap between immediate tax considerations and long-term wealth strategies.
Specialization
Business owners, their families and medical professionals.
Hobbies
I love to mountain bike, play hockey, hike and read. I can make an amazing tiramisu – my favorite dessert!
My Commitment
I am committed to serving as your trusted financial advocate, always putting your interests first while providing transparent, expert guidance to help you achieve your life goals.
Favorite Books, Mottos, Quotes
Be the Joy, Serve others and Love the Lord.
Other Info
My mom and dad failing to make wise decisions when they retired and me seeing after the fact, when they came for help, that just a few changes in their choices could have set them on a path to bigger and better retirement success!
State: Colorado (CO)
8/21/2023
