For more than 22 years, I have been helping individuals and families navigate important financial decisions with confidence and clarity. As a CERTIFIED FINANCIAL PLANNER® professional and wealth planning advocate, I am passionate about helping clients achieve their personal and financial goals through meaningful, personalized, and comprehensive planning.

I believe that successful wealth planning goes far beyond investments. It begins with understanding what matters most to each client and creating a customized strategy that aligns with their values, goals, and vision for the future. My approach is built on long-term relationships, thoughtful guidance, and a commitment to helping clients make informed decisions through every stage of life.

I earned my bachelor's degree in Communications from Brigham Young University in Provo, Utah. In 2015, I obtained my CFP® certification through Northwestern University in Chicago, Illinois, and later earned a Master's degree in Financial Planning from Whitworth University in Spokane, Washington. Through continuous education and real-world experience, I have developed the knowledge and perspective necessary to help clients address complex financial challenges while staying focused on what matters most to them.

Outside the office, I enjoy spending time with my family and taking advantage of the great outdoors. Whether I'm fishing, hunting, hiking, or camping, I appreciate opportunities to explore and connect with nature. I am also an avid reader of historical fiction and enjoy traveling to experience new places, cultures, and perspectives.

Helping people pursue financial independence and confidence is more than a profession for me. It's a lifelong pursuit. I am grateful for the opportunity to be a trusted partner in my clients' financial journeys.

CA Insurance License 0I82578. Resident State: ID

For more than 11 years, I have been helping individuals and families navigate important financial decisions with confidence and clarity. I believe that successful wealth planning begins with understanding what matters most to each client, then building a thoughtful strategy to help them reach their goals.

I earned my bachelor's degree in Music Education from Idaho State University in 2003. I hold the professional designations of Certified Retirement Counselor® and Certified Wealth Strategist®. I use the many facets of each person’s financial picture to find a clear and coordinated path toward their goals with a well-designed wealth plan. 

Outside the office, I enjoy spending time with my family and taking advantage of the great outdoors. Whether snowboarding in the mountains or fishing on the water, I appreciate the opportunity to step away from my everyday routine, enjoy nature, and make lasting memories with family and friends.

Perspective, preparation, and the perseverance to pursue a meaningful goal make possible a journey to Mount Borah’s peak, Idaho's highest mountain. Those same principles guide my approach to wealth management. Through a holistic approach to wealth planning, my goal is to serve as a trusted partner, helping clients navigate uncertainty, stay focused on what matters most, and pursue their vision for the future with clarity and purpose. I am grateful for the opportunity to be part of each client's journey.

CA Insurance License 0L90859. Resident State: ID