I am CERTIFIED FINANCIAL PLANNER™ Practitioner based in the Western Wealth Advisors office in Denver West near Golden, I advise successful couples in how to create financial roadmaps through powerful, genuine connection and strategic life planning.
I am affiliated with LPL Financial, one of the nations' leading broker-dealer (as reported by Financial Planning magazine June 1996-2017, based on total revenues) and am supervised by Western Wealth Advisors, which is the largest group of LPL Advisors in Colorado. I am proud to be a CERTIFIED FINANCIAL PLANNER™ Practitioner and a Retirement Income Certified Professional (RICP®).
What this means for my clients is that I abide by the highest educational and ethical standards.
Thanks to my clients, I am a multi-year winner of the 5 Star Professional Wealth Manager Award (2012-2016). (Award based on 10 objective criteria associated with providing quality service to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.)
I have a passion for teaching children about money and fostering financial literacy. I love to ski, camp, boat, hike and bike, and, if that doesn’t give it away, I am a native of Colorado. I grew up in Green Mountain, and for the past 10 years, my husband, Greg, and I have lived in southwest Littleton with our two children.
Greg owns and operates the Lakewood, Golden and Evergreen CertaPro Painting franchise. My daughter, Stella, is 5 years old and makes it pleasantly impossible for me to get any work done at home! My son, Evan, is 12 and, thanks to the Percy Jackson series, is currently obsessed with mythology. In fact, the name Metis Financial Group came from Evan’s fascination with the Greek gods; Metis, as he informed me, was the goddess of prudence, wisdom and wise counsel.
I originally graduated magna cum laude in 1991 from the University of Denver with a BSBA in marketing. However, I discovered my real passion lay in helping people manage their financial lives. So I went back to school, and after completing the requirements for the CFP® designation I became registered, licensed and switched careers. I worked with Snoopy at MetLife before transitioning to independent practice over eight years ago.
I started my business to help others lead inspired lives now, and plan for the days ahead. Please click here to see our list of services. I look forward to speaking with you!