Financial Planning Associate
Suite 2800
Denver, CO 80202
toll free: 800-477-3041
fax: 303-825-4407
- Bucknell Alumni
Denver, CO - Kappa Kappa Gamma
Denver, CO - Women's Chamber of Commerce
- BS - Business Administration
Bucknell University
Lewisburg, PA - Series 7 - General Securities Representative
- Series 66 - Combined Investment Advisory Agent & Uniform State Exam
- Life, Long Term Care, Health, Accident & Variable Annuity Insurance Licensed
- Financial Planning Associate Designation
- 2003 - Present: Morgan Stanley Smith Barney*
Financial Advisor
Denver, CO - Merrill Lynch
Team Associate
New York City, NY
- Five Years of Dedicated Service
- Asset Management
- Estate Planning
- Wealth Management
- Financial Planning
- Fixed Income
- Lending Services
- Philanthropic Services
- Qualified Plans
- Retirement Planning
- 529 Plans
- Municipal Bonds
- Long Term Care Insurance
- Business Planning
- Cash Management
- Women and Company®
- Corporate 529 Plans
- Planning for Special Needs Individuals
- Business Succession Planning
- Education Planning
- 401k Rollovers
- Access your accounts by clicking on Your Portfolio on the right-hand side of this page. While you are there, enroll in E-Delivery and help save some trees!
- Ask us about developing, with you, a free Comprehensive Financial Plan based on your financial goals and objectives, and then implementing a disciplined investment strategy designed to help you achieve those goals.
- We are very appreciative when existing clients refer friends, family and business associates for an exploratory meeting. We will do our utmost to meet your highest expectations.


