CEO / President / Client Wealth Strategist
My passion: To enable entrepreneurs to live their best lives
My role: Making sure our firm and our team are creating a positive impact for our clients and our world
My experience: 10
My hobbies: Being outdoors running, fly fishing, and adventuring
Client Wealth StrategistCFP®
My passion: I am passionate about helping people realize their freedoms.
My role: Collaborate with you to develop your financial road map and help you bring your vision to life. I am your thought partner for all things related to your financial world.
My experience: 5 years
My hobbies: Going on adventures with my husband (including all the Colorado outdoor activities), gardening at my neighborhood community garden, and visiting our out-of-state family and friends.
Chief Growth Officer
My passion: Empowering entrepreneurs to live their highest vision has the opportunity to positively change the world!
My role: Growing and expanding opportunities to deliver an unparalleled experience for our clients and team.
My experience: 10 years
My hobbies: Playing with my 3 kiddos, laughing with my hubby, and traveling (especially back to my hometown, Vancouver, B.C.).