What I do here:
I work directly with financial advisors to help them best use First Ascent’s strategies and services for their clients.
Why I love my job:
I believe in the power and importance of good financial advice. I love being a part of that process and working with advisors who care passionately about helping their clients to navigate the murky waters of the investment world. Every day I get to work with new advisors, tackle new problems, travel across the country and have fun doing it.
Work History:
With nearly 6 years in the financial services industry I’m excited to bring my experience in sales and marketing to the First Ascent team. For the last several years I’ve worked as a wholesaler and advisor resource at Frontier Asset Management. I’ve met with advisors across the country as well as led calls, web presentations, client events, and provided any other support that advisors needed. I’ve also served on marketing committees and worked with investment teams to design presentations, create market commentaries, and craft materials for advisors and clients. I look forward to continuing my career with the exciting and talented team at First Ascent.
Education:
BA, University of British Columbia, 2010
MBA, Finance, University of Colorado Denver, 2017
Series 65
Where I come from:
I was born in Virginia and spent a few years moving around the south before settling into the mountains of Colorado. I came down from the hills in 2010 and now live in Denver.
A Little Personal:
I live with two dogs that are escape artists and have the Houdini-like ability to open all of the child safety locks I have installed on my trashcans. I play bass in a local soul/R&B band and try to play pretty regularly in bars and shows around Denver. Whatever free time I have left I try to spend in the mountains hiking, skiing and snowshoeing.