Experience, expertise, and a passion for helping others thrive on their financial journey
Founder and Fee-Only Fiduciary Advisor
I founded Strong Mountains Financial Planning to combine two things I'm passionate about: helping people build financial confidence and using analytical thinking to solve complex problems.
After spending a couple of decades leading IT and Data & Analytics teams, I realized my favorite moments weren't about the technical work. They were the conversations, sitting alongside colleagues and friends, helping them work toward their goals and make confident decisions. Those conversations sparked something: the realization that I could build a career around what I genuinely love doing.
My analytical background gives me a unique perspective on financial planning. I approach every client's situation with the same systematic thinking and attention to detail I brought to data analysis, but now with a deeply personal mission: helping you gain clarity and confidence in your financial future.
I believe financial planning should be transparent, personalized, and accessible. No jargon. No cookie-cutter solutions. Just honest guidance tailored to your unique goals and circumstances.
Why "Strong Mountains"? Great financial planning gives you both a solid foundation and a clear path forward, so you can take on your financial mountains with confidence. Whether you're planning for retirement, managing major life transitions, or working toward specific goals, you deserve a plan that's as strong and reliable as the ground beneath your feet.
When I'm not working with clients, you can find me spending time with my family and exploring the mountains of Colorado.
Completed CFP® Board–registered education program and has passed the CFP® Certification Exam. Currently working towards completing the professional experience requirement for CFP® certification.
Schedule a free 30-minute consultation. We'll discuss what you're working toward and whether Strong Mountains is the right fit.
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