I enjoy partnering with my clients to ask meaningful questions to clearly understand their most important current priorities, their goals and dreams, their past experiences, and their life stories. My mission is to learn what is most important to clients and WHY- so their true goals and values can be met effectively.
My constant goal in my 21-year career as a Fiduciary Advisor is to team with our clients to fully address the risks and rewards for all the stages of personal and business planning- accumulation, protection, and distribution. Maia Wealth is an independent Registered Investment Advisor (RIA) dedicated to providing comprehensive financial planning and exemplary service to all our clients. We are among a small minority of advisors that are independent fiduciaries and are entirely unbiased and conflict-free when giving investment advice. We are fully transparent in the fees we charge.
I have a B.A. in History from The University of Colorado and a M.I.B.S. with a major in Finance from The University of South Carolina. I am a 4th generation Coloradan and live in Denver with three children- William, Jack, and Lillian. I am an avid supporter of several non-profit organizations in the Denver Metro area. I am an avid outdoorsman- skiing, hiking, backpacking, climbing, and biking. One of my greatest passions is fly fishing. Many of my clients share my passion for fly fishing and protecting the natural waters of Colorado.