Client Services Associate/Office Manager
My career began when I graduated from the Metropolitan State University of Denver with a Bachelor’s degree in Finance and Management. I have a knack for numbers and spotting patterns, and growing up with a father who was an accountant helped me to pursue my passion in the financial industry. When I was growing up, I remember life being harder than my peers. This experience has determined me to not only find success for myself but also help others.
I joined the firm in May 2022 and am responsible for general client requests, day-to-day company operations, and correspondence. I work closely with each advisor and assist with client relations. I’m motivated by helping people build a solid foundation for generational success, and my goal is to leave the world better than I found it.
I currently live near Denver, since it allows me to enjoy the great outdoors while still being close to the city’s nightlife and culture. I love the changing seasons and the twinkly lights, it’s my favorite. I love to go on adventures and explore the great outdoors in my free time. I enjoy riding on the back of a motorcycle in beautiful Colorado weather, the drives through the mountains, and powerlifting.