Occupation: National Head of Family Wealth and Managing Director
Company: Fifth Third Bank
Born: Emporia, Kansas
Education:
BBA, University of Denver (2013)
Certifications:
Family Enterprises and Wealth, Columbia University (2024); Chartered Advisor in Philanthropy, The American College of Financial Services (2019-2023); General Securities Representative, Series 7, FINRA (2022); Securities Industry Essentials (SIE), FINRA (2022); Certified Trust and Fiduciary Advisor, American Bankers Association (2021); Balancing Charitable and Family Legacies, Financial Planning Association (FPA) (2020); Certified Multi-Generational Facilitator, 21/64 (2018); A Spectrum of Legacies, The American College of Financial Services; CFA Institute Investment Foundations Program, CFA Institute; Series 66, FINRA; The Ken Blanchard Companies Leadership Development, Situational Leadership II (SLII) Certificate
Career:
National Head of Family Wealth, Managing Director, Fifth Third Bank (2025-Present)
Senior Director of Head of Philanthropy and Impact, BMO Family Office (2023-2025)
Senior Vice President, The Key Client Group Head of Philanthropy and Impact, Bank of the West (2021-2023)
Senior Regional Fiduciary Manager, Senior Philanthropic Specialist, Wells Fargo (2017-2021)
Vice President, Relationship Manager, First Western Trust (2015-2017)
Co-Founder, Chief Consulting Officer, Registered Investment Advisory Firm (2008-2015)
Institutional Consultant, UBS (2006-2008)
Civic:
Member Board of Trustees, Public Policy Committee, Mile High United Way (2023-Present); Member, Impact Investing Committee, The Denver Foundation (2023-Present); Woman of Distinction Network Member, Girl Scouts of Colorado (2023-Present); Former Executive Committee Member – Go Red for Women, American Heart Association (2021-Present); Professional Advisor Council Member, The Denver Foundation (2021-Present); Member, Denver Business Journal (2016-Present); Public Policy Committee Member, The Women’s Foundation of Colorado (2019-Present); P.E.P. Club Member, The Women’s Foundation of Colorado (2008-Present); Former Advisory Board Member, Pathways Home Colorado (2012-Present); Honorary Trustee, The Women’s Foundation of Colorado (2016-2022); Former Board of Trustee President, Colorado Children’s Chorale (2011-2018); Vice Chair, The Governor’s Mansion Preservation Fund (2014-2016); Former Advisory Board Member, The Salvation Army of Metro Denver (2010-2015)
Achievements:
Member, Denver Leadership Class, Denver Metro Chamber Leadership Foundation (2017)
Awards:
Honoree, Forging New Frontiers: Colorado’s Women Leading with Purpose, Women We Admire (2025); Honoree, Top 50 Women Leaders in Colorado 2025, Women We Admire (2025); Nominee, Outstanding Women, The Denver Business Journal (2016); Honoree, Finalist, Outstanding Women, Banking Category, The Denver Business Journal (2014); Honoree, Women of Distinction, The Girl Scouts of Colorado (2016); Nominee, 9News Leader of the Year, 9News
Memberships:
Member, American Bank Association; Member, American College of Financial Services; Member, CFA Institute
Family:
Married: Kelly
Two Sons
Three Siblings
Hobbies:
Enjoying the outdoors; Camping; Whitewater rafting; Downhill skiing; Goes into the woods with her RV; Birding; Loves nature; Going to national parks and national monuments; Traveling nationally and internationally; Community