Portfolio Accounting Manager
I have been with Paragon Capital Management since 1994, bringing a wealth of experience in financial accounting to the firm. I believe giving strong attention to detail and organization ensures the financial accuracy and stability of our company. I have watched Paragon grow and evolve over the years and am proud to play a role in its success.
As the firm’s Portfolio Accounting Manager, I am responsible for maintaining the books, accounts receivable, and the reconciliation of client accounts. In addition, I handle invoicing and serve as the liaison to our portfolio accounting system. My meticulous approach ensures that our financial records are accurate and up-to-date, which in turn helps our clients make informed decisions about their investments.
I grew up in the Denver area. I have been married to my high school sweetheart, Mike, for 36 years and we currently live in Parker, CO. We have raised two children, Erin and Greg, and also have a young grandson, Wynn. When I am not at the office, you will find me hanging out with Wynn a couple of days a week, knitting with friends, reading a good mystery, and trying to get my steps in.