Specialties
About Me
I help folks navigate some of life’s hardest transitions like the death of a spouse, retirement, or relocation by offering real financial guidance grounded in clarity, empathy, and understanding your personal goals deeply.
Many of the people I work with never handled the finances in their household. Now they’re left to figure it all out and often while grieving or adjusting to a completely new reality. I show up in that space with a steady hand, a clear process, and zero judgment. I believe in listening first, educating always, and making sure my clients never feel talked down to. I’ve built my practice around people, not products. I don’t sell hype. I serve. And I believe financial planning done right can bring peace, confidence, and freedom, especially when everything else feels uncertain. If you or someone you care about is facing a major life transition and needs a trusted guide, I’m here to help.
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Interests & Hobbies
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Credentials
CLTC®
Chartered Designations
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Disclosures
Securities offered through The Leaders Group, Inc. Member FINRA/SIPC 26 W. Dry Creek Circle, Suite 800, Littleton, CO 80120, 303-797-9080. BDFS Capital LLC, a Registered Investment Advisor, is not affiliated with The Leaders Group, Inc. The registered representatives with Black Diamond Financial Solutions may only discuss securities or transact business with persons who are residents of DE, FL, MD, MI, NJ, PA . No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under securities laws of such jurisdiction.