After 31 years in the Colorado mountains as a high school mathematics teacher, and raising two kids with my husband Joe, I am now a Client Care Manager at Wealth Clarity. I began my education with a bachelor's degree in mathematics from UNC in Greeley, Colorado. My masters degree is from CU in Denver.
The mathematics of finance has always been so fascinating to me. As a teacher, it was my favorite topic, so it seemed so natural after I retired from teaching, to move into the world of finance. I now truly understand the importance of the planning component in finance, and how helpful a financial advisor can be in the areas of saving, investing, wealth management, tax savings, insurance advice, the best time for wills and/or trusts, and so much more. I love the great client-focused atmosphere at Wealth Clarity, where I enjoy my role as Tyler’s assistant. It is so rewarding helping clients feel comfortable, safe, knowledgeable about their finances, and find their path to a comfortable retirement.
Some of my hobbies are spending time with family and friends, cooking, reading, cycling, travel, our dogs, and gardening. I am also a foodie and love to try new restaurants!