"It is a beautiful thing when a career and a passion come together." I have been blessed to have two careers I am passionate about – as a professional musician and as a CERTIFIED FINANCIAL PLANNER™ professional. Pair those with a deeply rooted love of nature and living in Durango, CO, I can honestly say life is pretty good!
I strive each day to provide the most ideal client experience. There are three things I endeavor to provide my clients with throughout our time working together:
– A clear explanation of the investments I recommend.
– Timely updates on market conditions and volatility.
– Transparent explanation of costs.
We have one precious world, and I try to help where I can, both on a local level and through my work here at Edward Jones. If you are interested in or curious to know more about sustainable investing, please give us a call or stop by. It's an area I am quite passionate about, and as a Chartered SRI Counselor™, I am eager to show you how together we can make a difference.
Outside of the office, I pursue many volunteer activities, including:
– Kiwanis Club of Durango
– Durango Chamber of Commerce
– Durango Choral Society
You can also hear me singing around town whether it is with Music in the Mountains, the San Juan Symphony, 3rd Ave Arts Bach FestivaQl and solo recitals.
I love spending time with my family – we enjoy skiing, biking, hiking and reading together. You are likely to see me riding around town on my e-bike when the weather is nice. Every day, I try to instill in my son certain values that I also try to bestow on my clients. Those values are to treat every person with kindness, be attentive to the needs of others and show people that you care about them.
My clients are my extended family, so if you are looking for a more personal approach to investing, I encourage you to give us a call or stop by the branch – we look forward to seeing you.
Focus areas:
Sustainable Investing
Wealth Strategies
Retirement Savings Strategies
Retirement Income Strategies
Estate and Legacy Strategies
