Back to Our People

What I do here:

I work side-by-side with advisors to help them best utilize First Ascent’s offering for their clients.

Why I love my job:

Financial planners and advisors deliver tremendous value to their clients, so I consider it a huge privilege to support them in their endeavors. The relationships I have built – with my colleagues at First Ascent, with the people I serve, with our partners – are what I love most about my job.

Work History:

I started my career in financial services over a decade ago at a bank in Austin, Texas. Connections there led me to Manhattan where I worked for a broker-dealer. I eventually found myself back in school, attaining an MBA. From there, I worked for a boutique asset manager and an independent RIA until 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

Certificate in Financial Planning, New York University, 2019

Where I come from:

A born and raised Texan, I hail from Austin, loved calling Denver home for a few years, and now live in Newport Beach.

A Little Personal:

My awesome husband Justin and I love exploring different parts of the country.  Our favorite way to do that is camping with our fun-loving Airedale Terrier, Lucy.  We also enjoy picking up new hobbies and spending time with extended family.