California Life Insurance License
Contact detailsPhone: 303.913.4952
Branch Office: Englewood, CO
Dual Registered Financial Professional
In 2003 I began my career in Financial Services, learning the fundamentals and exploring different Financial Services business models to determine what ideals I truly believed in and valued. In 2006, I began working with Parsonex, which I found to be a very supportive firm for me as the financial professional, and also a firm with philosophies and concepts which I truly believed in and wanted to share with my clients.
Prior to my career in Financial Services, I received a Bachelor of Science in Business in 2002 which introduced me to exploring other business career opportunities. Through 2005 I was working full time as an accountant for a very large governmental agency in Denver, where I had been employed for the previous 26 years managing different areas of the accounting department. My most desired responsibilities for the agency included the cash flow and the investment portfolio management. The total portfolio of investments which I managed were $27,000,000. to $30,000,000. While investing these funds, I realized I have a true passion for growing money when a specific need or goal is defined.
Another very valuable introduction to investing occurred for my husband and myself in 1983, when we visited with an independent financial professional who discussed with us the fundamentals of financial planning, including the value of investing to meet personal financial goals. With this financial professional we completed our first Financial Roadmap, purchased our first Term Life Insurance policy to protect our family, and we also established our first of many mutual funds.
As a financial professional, my Commitments to my Clients are:
I am focused on building relationships and servicing my clients.
I assist my clients in building a customized Financial Roadmap, which meets their goals and objectives.
I assist my clients in putting in place the appropriate amount of Term Life Insurance.
I teach the fundamentals of investing, by keeping a complex subject, simple.
I assist with linking individual investments to personal desires, and providing guidance and direction to my clients to help them stay true to their desires.
I teach my clients the importance of a long-term investment approach.
I help my clients with recommendations for investments that will provide an income that will last through their retirement.
I believe with my advice and guidance, I will aid in the success of financial goal setting for all my clients.
I was born in Sandusky, Michigan and have since moved to Arvada, Colorado, where I have lived with my husband since 1980. We have two adult daughters who own a successful chiropractic practice in Lafayette, CO, and for this I am an extremely proud parent. My husband and I enjoy camping, traveling, riding our Harley’s and visiting with family and friends whenever possible.