Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
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
  • Women's Financial Strategies
  • Tax Planning Strategies
  • Family Finances
  • Saving for Education
  • Intergenerational Planning


  • BFA™ Behavioral Financial Advisor
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7
  • Series 66
  • Life and Disability Insurance


  • B.S. in Family & Consumer Studies with an Emphasis in Financial Planning, University of Utah 2017
  • Bachelor of Science in Psychology, Univerity of Utah 2017
  • Minor in Health Education and Promotion, University of Utah 2017

Previous experience

  • Financial Advisor, Ameriprise Financial Services, LLC, Edmonds WA, 2019-2023
  • Client Service Coordinator and Manager, Ameriprise Financial Services, LLC, Edmonds WA, 2017-2019
  • Wealth Management Client Service Coordinator, Mountain America FCU, West Jordan UT, 2017
  • Outbound Loan and Service Agent, Mountain America FCU, West Jordan UT, 2013-2017
  • Member Service Center Representative, Mountain America FCU, West Jordan UT, 2009-2013