I began my career in the financial services industry in 2012 after working with the Colorado Veterans Project. That experience instilled in me a deep commitment to serving others with compassion, integrity, and respect. It also shaped my approach to client service—I believe every person who walks through the door deserves to feel heard, valued, and confident that their financial needs are being handled with care.
I thrive behind the scenes, bringing organization and clarity to the many moving parts of the financial planning process. From coordinating paperwork and managing workflows to supporting advisors and keeping clients informed, I enjoy creating a seamless experience that allows clients to focus on their goals rather than the details. Every client has a unique story, and I take pride in providing personalized support that helps them feel comfortable and confident throughout their financial journey.
One thing that often surprises people is that I was once a Denver Roller Doll. The focus, discipline, and teamwork I developed in roller derby continue to influence the way I approach my work—staying organized under pressure, adapting quickly, and always working toward the best outcome for the team and our clients.
Bobbi is a Colorado native who lives with her husband and is the proud mother of two daughters. Outside of work, she enjoys traveling, fly fishing, golfing, staying active through fitness, spending time with family and friends, and relaxing with a glass of wine.