Colorado License # 2809074
I have worked 36 years in the financial services industry; including investment management, planning along with tax planning and preparation. Owner of an independent financial services company. I was introduced to Bridlewood by my mentor Mary Hansen and I started early June 2022. My favorite part of my job is helping clients feel secure that they have made the best choice for their particular situation financially.
A little about me; I was raised in Ohio, came west for college and the beauty and sunshine of Colorado made me stay. My husband, Gregg, and I currently live outside Boulder on a small acreage with chickens and peafowl. We love to travel; both domestically and Europe. We enjoy babysitting our 5 year old granddaughter, it keeps us active. Gardening and planting and caring for our trees also keeps me in the sun. I am a dedicated reader; from mysteries and thrillers to presidential biographies.