Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
4
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Business Retirement Plans
  • Investment Management
  • Insurance
  • Tax Planning Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Awards & recognition

  • Bull River Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Bull River Wealth Management, Ameriprise Client Experience Award, 2020-2023

Interests

Outside of the office, you can find me exploring town and country. I enjoy spending time at home being an avid cook and movie enthusiast. I grew up moving around the Pacific Northwest, living in areas in ID, OR, and MT, so I have always had a love for the outdoors.