As a CERTIFIED FINANCIAL PLANNER®, I help busy professionals and families align their financial decisions with their life goals. I work closely with you to create and implement a holistic, customized financial plan that adapts as life changes, helping ensure dreams like funding education, enjoying family vacations, retiring on your terms, and leaving a legacy become reality.
I believe a financial plan is never static—it evolves with your assets, goals, and life events. Through proactive planning and ongoing guidance, I help you stay on track and make confident financial decisions.
My Specialties Include:
- Retirement Planning & Income Strategies
- Investment Management & Portfolio Construction
- Estate Planning & Legacy Strategies
- Risk Management & Insurance Planning
- Cash Flow & Tax Considerations
Credentials & Affiliations:
- CERTIFIED FINANCIAL PLANNER® since 1994
- President of Strategic Financial Management, Inc.
- Licensed in Life, Disability, and Long-Term Care Insurance; FINRA registered
- Member of the Financial Planning Association and Northern Colorado Estate Planning Council