Qualfications and Experience

I hold the following securities licenses and designations:

• Series 7
   
• Series 66
   
• Colorado State Life Insurance
   
• BFA, Behavioral Financial Advisor

I have also earned a 4-year BBA Degree from Colorado Mesa Univeristy, where I graduated with honors.

I started my career in finance in 2017, at Wells Fargo Advisors, where I worked for dad, Randy Reed, as his assistant. 

In 2019 I became fully licensed and began working alongside my dad as a bank-based financial advisor, where I gained experience helping clients manage and grow their wealth across a variety of market conditions. In February of 2023, my father passed away, leaving me to carry on his legacy and build upon the practice he'd worked so hard to create. 

Then, in January of 2025, I left WFA to join LPL Financial as a fully independent advisor, running my own practice.