Back to Our People

What I do here:

I work side-by-side with advisors to help them best utilize First Ascent’s strategies and services for their clients. I also collaborate with our communications team to get the word out about First Ascent and the value we bring.

Why I love my job:

I am passionate about being part of a business that makes every decision by asking, “What’s best for advisors and their clients?”  My colleagues make coming to work every day fun and intellectually stimulating, and I find great satisfaction in providing significant value to advisors and their clients all across the country.

Work History:

I started my career in financial services over a decade ago at a Texas bank. Connections there led me to Manhattan where I worked for New York Life’s broker-dealer. After two winters, New York Life offered me the opportunity to help build a team back in my home of Austin.  After that, with an insatiable hunger for knowledge, I went to business school and started working for a boutique asset manager before joining an independent RIA.  First Ascent welcomed me as a transplant to Denver in early 2017.

(For more information, see ADV-2B brochure supplement)

Education:

BA, Texas A&M University, 2006
MBA, St. Edwards University, 2013

Where I come from:

A born and raised Texan, I hail from Austin and love calling Denver home now.

A Little Personal:

Take me outdoors to do something active and you’ll have a happy camper in me.  If it’s too cold for that, you might find me brainstorming how to make the world better with friends or getting lost in a good book.