What I do here:
I manage all operational and servicing aspects for client accounts, interfacing with advisors, and custodians and vendors.
Why I love my job:
I get to come to work every day and work alongside a creative and amazing team. Collaboratively we work together at whatever challenges the day brings. Each day is a new adventure as we strive to produce a product and service that fits our client’s needs.
I started my career in the financial industry over 11 years ago at CDF Capital where I worked as a Loan Analyst managing loan participations with third party capital pools and construction loans. In 2011, I joined First Western Financial where I held several different roles, most recently managing the Trust and Investment Management operations team. I joined First Ascent in the first quarter of 2017.
BS, Business Management, Colorado State University
Where I come from:
I was born and raised in Southern California and moved to Colorado in 2007. Although I miss the beach, the mountains aren’t a bad replacement.
A little personal:
I have two beautiful daughters that always keep me occupied doing very girly things. I enjoy music and try to get to as many shows during the summer as I can. I love stories, so I’m either wrapped up in a good book or binge watching a TV series. I find the most joy in sharing good food with family and friends.