A Leading Advisor in Boulder County

I founded McNary Financial Planning with the goal of helping families, individuals, and small business owners achieve financial independence. As a financial advisor in Boulder County, I serve clients in Broomfield, Boulder, Denver, and throughout Colorado.

I came to financial planning following a successful career in high-technology. Prior to founding McNary Financial, I co-founded two software companies and was awarded top honors by Entrepreneur Magazine. In addition to the CFP® designation, I hold an M.S. in Personal Financial Planning.

To stay current with research and best practices in the field of financial planning, I am active in the Alliance of Cambridge Advisors, the National Association for Personal Financial Advisors and the Financial Planning Association.

I regularly contribute personal finance articles in the Wall Street Journal, U.S. News and World Report, Consumer Reports, Investment News, and other publications. After a nationwide search, I was selected as one of seven financial coaches on “The Invested Life.” This first-of-its-kind online reality series produced by MSN Money features real people facing today’s most common money concerns and their journey to take control of their finances.

On the personal side, I’ve been married for over 29 years to Scott and have a daughter and twin sons. Favorite activities include skiing, scuba diving, tennis, reading, and travel. I volunteer for several professional and nonprofit organizations including the Downtown Aquarium in Denver where I’ve enjoyed being a member of the dive team for over 11 years.

Please contact me and schedule a Get Acquainted Call to begin planning your financial independence.