I joined Peak Asset Management in November 2020. Prior to joining the Peak team, I was a private client banker at JP Morgan Chase where I managed a large book of business in assisting high net worth clients with their banking needs. Prior to JP Morgan Chase, I worked as a stock plan administrator and registered representative at Charles Schwab, where I routinely processed restricted stock lapses, stock option exercises, ESPP purchases, and large corporate trades.
I graduated from Appalachian State University in 2014 with a bachelor’s degree in business administration with a major in HR management and minors in supply chain management and Spanish. In 2019, I received my Master’s in Business Administration from Colorado State University.
Outside of work, I enjoy hiking, biking, snowshoeing, and enjoying time outdoors with my husband and our two doodles. I actively volunteer for and support Junior Achievement and the CU Cancer Center.