I stepped into the world of financial planning because, as a CPA, I wanted to ensure my clients received the best financial advice possible. With nearly 30 years in financial services, I’m dedicated to helping you achieve your financial goals with clarity and confidence.
I earned my BA in Accounting from the University of Northern Colorado and became a CPA in 1993. After starting my own CPA firm in 2003, I witnessed firsthand how many clients were misled by confusing advice. To make a meaningful difference, I became a fiduciary advocate in 2005 by obtaining my securities license. In 2009, I earned my Personal Financial Specialist (PFS) accreditation, which led to the creation of Focus Point Wealth Management, LLC.
My mission is to provide clear, actionable advice on tax planning, investments, estate planning, and more. I aim to simplify financial complexities and empower you to make informed decisions.
Outside of work, I enjoy camping, traveling, and exploring the unique culture and nature that Colorado offers. As a wife, mother, and active member of professional organizations, I’d be honored to share my knowledge and passion with you as we navigate your financial journey together.
Working with an advisor who is a Better Business Bureau member cannot guarantee investment success or that financial goals will be achieved. Advisors who participate in this program pay a fee for accreditation review/monitoring. The Better Business Bureau is not affiliated with or endorsed by Osaic Wealth, Inc.