Judy is a Financial Professional who brings over 25 years of Banking, Operations and Compliance experience to the Confidence Financial Partners Team. Passionate about empowering and assisting others. She is blessed to be part of the ConfidenceTeam supporting the Partners and Wealth Advisors to deliver an excellent client experience. Judy loves to learn new things, while discovering better and more efficient ways to get things done. Her motto is to “Work smarter, not harder”.
Prior to her role as a Business Processor, Judy enjoyed her 20 years at TIAA servicing clients in various roles and capacities including opening accounts, processing transfers, training/coaching employees, system testing and process improvement before moving into an operations Manager role overseeing more than 20 employees who were dedicated to serving Wealth Management clients and their advisors. She then ventured out to pursue other interests, only to come back to financial services, where she feels at home.
Judy is a Denver Colorado native that transplanted to Monument Colorado in 2015 to raise her children in a better community and school district. She loves spending time with her two daughters and her family that resides in Denver. She and her daughters love road trips, camping and exploring what the world has to offer. She graduated from John F. Kennedy HS in Denver and attended the Denver University Women’s College.
Her mission in life is to always help others while showing kindness and compassion to everyone she meets.