About Me

In 2002, I found myself supporting Diana, my brother's widow, navigating her through the aftermath of his tragic suicide. Witnessing the pivotal role of a robust financial plan, I dedicated my career to empowering women and advocating for comprehensive financial planning. Throughout my journey, I've had the privilege of serving clients since 1997, leveraging my background as a family therapist to introduce a holistic and transformative process.
Beyond financial success, my aspiration is to guide women in securing retirements and establishing enduring legacies. My commitment extends to advocacy, education, and philanthropy, serving on the boards of Two Roads Charter School and the Arvada Food Bank. I also sponsor students in Kenya and Haiti, an extension of the same values that guide my work with clients.
Diana's story continues to shape how I approach my work, grounded in resilience and thoughtful financial planning.

The Process reflects my heartfelt commitment to helping women approach their finances with clarity and confidence, so they can live fully in the present instead of putting their dreams on hold for an uncertain tomorrow. Born from my own journey and the resilience of the women I've had the privilege of guiding, this process offers a roadmap built around three vital steps: Build, Protect, and Preserve. It goes beyond strategy. It's about facing challenges with resilience and finding a sense of steadiness along the way. It's about crafting a life where today and tomorrow can coexist, with less room for uncertainty to take hold. To me, it is more than a process. It's a philosophy for guiding women toward greater financial confidence and a fuller sense of purpose now, not just someday. With each woman who embraces this journey, we move forward together, working toward both a more stable present and a well-planned future.