What is a Wealth Management Advisor, anyway? I believe we manage relationships and our clients’ overall level of financial risk first and foremost, and to some extent, we help manage their emotions around investing. We cannot hope to predict the future, but we do plan for it as comprehensively as possible. I consider it my honor and privilege to help clients navigate financial topics that can be both highly confidential and complex.
At ERSI, I believe our independence is essential in putting the interests of our clients first. The team approach that we use to work with our clients further ensures that we are able to provide a high level of service across their lifetimes.
Education & Affiliations:
University of Washington Master of Science (Applied Mathematics)
Colorado State University Bachelor of Science (Mathematics)
Series: 7 (General Securities) & 66 (Uniform Combined State Law)
For Fun: I am a Sheltie fanatic, and have one beautiful tri-colored female dog that I adore. It is of the utmost importance to me that I am a positive contributor to my community. I am a proud Rotarian and Parker Area Chamber of Commerce member. I also love tennis and hiking, though my consistency with the former is not where I'd like for it to be!