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
8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Bachelor of Arts, Liberal Studies - Montana State University Northern - 2004
  • Master of Arts, History - Eastern Washington University - 2024

Interests

  • History - particularly the Tudor period of the English Renaissance
  • Writing - I love to write
  • Travel - I love to visit new places and return to the UK for research
  • Beach trips with my kiddo
  • Hiking
  • I do love a good castle - Hever is my favorite!

My photos

1 albums
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