Experienced Financial Advisors in Colorado & Wyoming

I help families recognize how effective financial planning instills confidence and expands their choices.  Customized planning requires alignment between advisor and family — achieved through thoughtful questions and active listening. Numbers are important, but life isn’t lived on a spreadsheet. I want to understand each client’s perspective on the purpose of their wealth, because money is simply ink on paper until it’s used to support what you and your family value.

A quote that I think resonates well with how I work as a wealth advisor is, “it does not matter how much you know, until the person knows how much you care.” It reflects how I think about living life with fullness and joy, and truly how we are built for relationships.

In my two decades in finance, I’ve come to realize that money is where values turn into action. Nothing is more satisfying than helping my clients create alignment with their life purpose through their financial plan.

I’m passionate about serving people and helping them navigate life’s financial decisions with clarity and confidence. Our approach is centered on understanding each family’s goals and providing guidance through both opportunities and challenges. Mercer Advisors’ family office model provides the breadth and expertise needed to support families in a truly comprehensive way.