A Bit About Me
My parents were married in the 1940s and as was standard then, my dad went to work and college and my mom stayed home and raised the kids. At the time my mom thought that was a pretty good gig, but by the time I, the last of 5 children, came along, my mom had decided it wasn’t such a hot deal to be financially dependent on someone else. Given this she raised me to get a good education and to become financially self-sufficient. My dad was a child of Italian immigrants and went on to have advanced college degrees and loved being a chemist until the day he retired.
Inspired by both of them, I worked through high school and college and earned degrees in both Finance and English. I started my career in private banking, but to obtain financial security and to learn from bright minds I went to work for a Fortune 100 financial firm. There I got to see the financial world from behind the Wizard’s curtain and obtained all of the industry’s best certifications such as Certified Financial Planner, Chartered Life Underwriter, and Accredited Investment Fiduciary.
I then returned to personal advising, advancing to run the wealth management shop for a large regional accounting and consulting firm. I learned the value of working in collaboration with all of a client’s advisors. After a while, I realized that although the work we were doing was very good, our clients were still not any happier for it. We could provide the best financial plans and great investments, but we failed in helping our clients utilize their resources to create real joy and inspiration. I made a decision to increase the scope of my work to help my clients truly succeed and manage their wealth around their values and life’s goals. Also, to increase the level of planning I could bring to clients, I completed the Certified Private Wealth Advisor program and the Kinder Institute of Life Planning.
Today in my practice I am not constrained by the solutions I offer or the services I provide. My money story has very much influenced my financial life and I find the same is true with my clients. I am honored to help people build wealth confidence and focus on the joy and inspiration around money. Philanthropically, I honor my mother’s legacy by volunteering as a trustee for the Women’s Foundation of Colorado. I also serve on the boards of Lighthouse Writers Workshop and the Colorado Zoological Trust. I am grateful for the life I have in Denver hiking, biking, and skiing with my husband Steve de Beer, his two inspiring daughters Emma and Leah, and our blended dog family.
Education and Training
Bachelor of Arts in English, 2003
The Ohio State University, Columbus, OH
Bachelor of Science in Finance, 1989
The University of New Orleans, New Orleans, LA
- Sudden Money Institute Transition Fatigue Workshop – Completed 2016
- The Coaches Training Institute – Training Completed 2015
- Denver Metro Chamber Leadership Foundation – Leadership Denver Graduate 2014
- Seven Stages of Money Maturity – The Kinder Institute for Life Planning, 2013
- Certified Private Wealth Advisor (CPWA) – Investment Management Consultants Association, 2009
- Accredited Investment Fiduciary (AIF) – Center for Fiduciary Studies, 2001
- Certified Trust Compliance Professional (CTCP) – Cannon Financial Institute, 1999
- Chartered Life Underwriter (CLU) – The American College, 1999
- Certified Financial Planner (CFP) – College for Financial Planning, 1997
The Women’s Foundation of Colorado – Vice-Chair Board of Trustees
The Colorado Zoological Trust – Board Member
World Denver – Member and International Visitor Host