As the Head of Operations and Client Services, I have the privilege of assisting our clients with their account needs, delving into complex issues and projects, and liaising with our Custodians to ensure the accurate processing of requests. It is my pleasure to free our Advisors’ time to focus on financial planning, portfolio management, and providing personalized, world-class advice.
I earned my BSBA in Finance from Colorado State University and have been in the financial services industry since 1995. My experience ranges from a mutual fund company to boutique stock brokerages to large institutions. I also helped build the back office of an RIA Aggregator and started my own back office support company. Through these experiences, I've gained invaluable insights and expertise, particularly in collaborating with Custodians and other institutions to get the job done efficiently.
One of the aspects I truly enjoy about my job is building relationships with our Advisors and getting to know our clients. It is a daily joy to work alongside talented people who genuinely care about others, and I delight in the interesting conversations I have had with our clients.
I strive to simplify a client's experience by doing the heavy lifting for them. I understand that finances can be an emotionally charged topic, and even the smartest individuals can find it time-consuming and frustrating when faced with an unfamiliar project. I often tell our clients that you don't just wake up knowing how to roll over an old retirement plan or settle accounts for a loved one who's passed—it's not something you've had to learn yet. I am most proud when I can streamline these daunting tasks and help clients check them off their list.
A South Denver native, I now live in Northwest Parker, Colorado, with my husband Jim and our two sons. In our free time, we love cooking, playing games, and heading to the mountains for skiing and enjoying the breathtaking scenery. We are also avid Winter Olympics attendees!