I have been working in the financial service industry for over 30 years assisting both individual and corporate clients to help define and achieve their financial objectives. I have the Certified Wealth Strategist credential from the Cannon Financial Institute. I am able to help identify clients' issues, implement solutions, access resources and professionals, and monitor and expand relationships over time. For many years, I served as an instructor with the University of Colorado, Continuing Education Department teaching investment classes. Areas of Focus: Financial Planning, Retirement Planning, Investment Selection and Oversight, 529 Programs, Asset Allocation, Lending solutions. Obtained my Certified Financial Planner designation. Selected to Attend Barron's Winner's Circle Top Women Advisor's Summit (2012,2013,2014), Recipient of President's Volunteer Service Award, Graduated from University of Colorado with Distinction. NMLS#1285194 