A partner at Bristlecone Advisors, I have spent my career being an advocate for my clients, representing and helping them through complex financial issues, as well as routine money matters. I work enthusiastically to create an environment that demonstrates our unwavering commitment to clients in terms of trust, service, access, approachability, and advocacy. After working at a large national firm for more than 30 years, I was pleased to merge my practice with Bristlecone in 2010 – a firm dedicated to the everyday client experience without the push for product sales and marketing priorities that often supplant client relationships. I work with clients to implement specific strategies to simpl