I joined Peak in February 2016 and have been a portfolio manager and personal financial advisor for more than 30 years. I began my career in Springfield, Illinois at a regional bank that is now a part of JP Morgan Chase. I served as a portfolio manager and trust investment officer and have managed investments for individuals, endowments and foundations and institutional portfolios for my entire career.
After moving to Denver, I joined Wagner Investment Management in Cherry Creek in 1998 as a portfolio manager and then Managing Director. In July 2010, the firm became part of CoBiz Wealth where I served as Sr. Vice President and Sr. Portfolio Manager. I enjoy sharing my investment expertise, providing highly personalized investment advice, thoughtful counsel and a have long-term commitment to meeting client needs.
I earned a Bachelor of Science degree in Finance with a minor emphasis in Speech Communications from the University of Illinois-Urbana. I earned the right to use the Chartered Financial Analyst (CFA) designation in 1991 after completing three years of study and examinations. I am also a member of the CFA Institute and the CFA Society of Colorado.
I have served as a volunteer and board member for numerous nonprofit organizations throughout my career. I am past Treasurer and Trustee for the board of 9Health Services in Denver.
In my free time, I enjoy tennis, hiking, biking and yoga and especially spending time with my two children and family.