About My Practice
Wisdom Wealth Strategies specializes in designing comprehensive plans that incorporate risk management techniques, efficient tax strategies, and personalized investment approaches unique to your specific needs. We know that your financial life can seem complex and challenging. Our strength lies in creating an actionable plan that helps you achieve your distinctive vision, while keeping your values, beliefs, fears, and hopes for the future in focus.
I have worked with individuals, people in business and families for many years. My approach has always been comprehensive, as I take into consideration my clients' entire financial condition including: taxes, insurance, estate planning, investments, retirement planning, and cash flow.
I operate under two guiding principles. First, develop a personal and high-quality service model for my clients. Second, be independent so a best-in-class solution may be offered free of obligations to specific companies, products, or services.
I am so fortunate to have the ability to have an impact on the lives of my clients. I strive to not only make a difference, but also to create lasting relationships where I am the trusted advisor for all of life's events. After several years in the business, I decided that in order to serve my clients with a more holistic approach, I needed to be a CERTIFIED FINANCIAL PLANNER™ practitioner. The CFP® certification is the recognized standard of excellence for financial planning.
It is important to me that I am active in the community and help others. I am on the board of directors for the Alliance for Healthy Aging, a non-profit with a mission of " Education Prior to Need." I am proud to be a part of an organization with a goal of eliminating crisis decisions when it comes to caring for a loved one. I am also a member of the Financial Planning Association, a judge for InvestWrite, and a volunteer for the Girls on the Run organization.
I am privileged to have a career that I love. I am fully licensed and I hold the series, 6, 7, 63, and 65. I also hold life, health, disability, and long term care licenses and I am able to help anyone in the United States make good financial decisions.
I live in the Cory Merrill neighborhood and I enjoy running, soccer, skiing, gardening, and anything that gets me outside. I look forward to being a resource for you and I hope to make a difference in your life one day.
I attended the University of Denver on a soccer scholarship and graduated with a BSBA in Marketing and a minor in Economics. I continued my academic career in the Accelerated MBA Program at The University of Colorado at Denver.
Prior to my career at Wisdom Wealth Strategies, I worked with a financial planning firm in Denver for 3 years. I believe in honest and purposeful planning and I want clients to know that they have a qualified financial coach in their corner.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 6, 63, 65
Life insurance, Health/disability insurance, Fixed annuities, Variable annuities
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - MBA
Cadaret, Grant & Co., Inc.
"Securities and advisory services offered through Cadaret, Grant & Co., member FINRA/SIPC. Wisdom Wealth Strategies and Cadaret, Grant are separate entities"
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.