Local Government Division Candidate
Chief Planning and Financial Officer for Colorado Springs Utilities
Bachelor of Arts, Business Administration, University of Colorado Colorado Springs, emphasis in Accounting
Colorado Certified Public Accountant
Colorado Springs Utilities, Colorado Springs, Colorado, 2009–Present
- Chief Planning and Financial Officer
- Fuels and Purchase Power Manager
- Interim General Manager of Financial Services
- Manager of Accounting
- Principal Financial Analyst
- Lead Analyst
Honeywell Technology Solutions, Inc., Colorado Springs, Colorado, 2006–2009
- Financial Analyst II
DLMG Accountants, Colorado Springs, Colorado, 2002–2006
- Staff Accountant
Colorado Springs Utilities Foundation Board of Directors, currently serving as Treasurer of this charitable organization
Responses to Key Questions
Candidate responses were limited to 100-150 words; responses have not been edited by PERA.
Interest in Serving as a PERA Trustee
Please briefly describe why you are interested in being elected to the PERA Board of Trustees.
I have been a participant in the Local Government Division of PERA for 14 years working for an organization that is one of the largest participants in the division. I feel my knowledge, skills, and educational training put me in a place where I can advocate for the best interest and sustainability of the plan for all of the division’s members.
Challenges/Opportunities Facing PERA
Please describe what you consider as areas of challenge/opportunity facing PERA and the Board’s role in addressing these issues.
Being able to balance contributions from members and payments to retirees a higher inflationary environment with the potential for recessionary effects provides unique challenge for PERA to mitigate and perform through.
The Role of a Trustee
What do you see as the role of a Trustee on the PERA Board?
As a trustee I would have a fiduciary responsibility to work for outcomes and results from the PERA fund that maintain and strengthen its financial position for the continued benefit of all members.