Some of the most meaningful work I do starts in the hardest moments. When a client walks through the door feeling uncertain, overwhelmed, or afraid of what’s next, that’s where I come in. My goal isn’t to hand you a plan and send you on your way. It’s to sit with you, listen, educate, and patiently guide you toward understanding your own financial picture so clearly that you feel genuinely confident making decisions.
Watching someone move from fear to clarity to real empowerment. That’s why I do this work. It never gets old.
At Regista, everything we do is built around that transformation. We believe you should leave every interaction feeling heard, informed, and in control of your financial future. Not just trusting us, but truly understanding the path we’re building together.
I’m a Certified Public Accountant and Certified Divorce Financial Analyst with a career that spans public accounting, corporate finance, and more than a decade of hands-on divorce financial planning and wealth management.
My career began at PricewaterhouseCoopers, working with clients across technology, manufacturing, and energy. I then moved into corporate finance, and became a VP of Finance at a Fortune 500 homebuilder, where I managed a division with over $200M in revenue and led teams through complex financial operations.
That corporate foundation gave me the analytical rigor I bring to every client engagement. But it was building my own practice, working directly with individuals and families navigating divorce, financial transitions, and wealth-building, that showed me where I could make the biggest difference. I’ve spent the past 10+ years as one of Colorado’s most experienced Divorce Financial Experts, helping families navigate the financial complexities of divorce with a cooperative, education-first approach.
At Regista, I serve as Managing Partner and Chief Financial Officer, overseeing compliance, business development, and strategic direction, while staying deeply connected to the client relationships that drive everything we do.
The mountains are my happy place, especially when I’m sharing them with family and friends. Whether it’s hiking, skiing, snowshoeing, or chilling in my hammock among the trees, that’s where I recharge. I’m a big fan of travel, though I prefer nature and encounters with wildlife over busy city streets any day.
We focus on clear, practical planning that supports real-life decisions — not just managing accounts. Our role is to guide, clarify, and help you move forward with confidence.
That’s exactly why many clients come to us. We break things down in simple terms and build a plan that fits your life. No judgment, just support!
Yes. We often work alongside other professionals, filling in gaps and offering planning support that ties everything together.
We help with job changes, benefit elections, retirement planning, divorce, and financial clarity in general. Whatever the situation, we make the next steps easier to navigate.
As early as possible. A Certified Divorce Financial Analyst® (CDFA®) helps you understand your finances, avoid costly mistakes, and prepare for negotiations. We often support clients alongside their attorney or mediator.