Financial Advisors/Financial Services
I work with smart people who want to make smart decisions about their money. I use an established process to help my clients prioritize their financial goals -- retirement, paying for education, charitable giving, etc -- and partner with them to reach those goals. I successfully completed the Accredited Asset Management Specialist, or AAMS®, Professional Education Program from the Denver-based College for Financial Planning. This advanced training offers investment professionals the hands-on information needed to provide comprehensive financial services. Study topics include understanding the asset management process to understanding asset allocation and strategies.
- Retirement planning
- Education savings strategies
- Female investors and post-divorce finances
- Wealth transfer and estate planning
- Retirement income strategies