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
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Divorce Financial Planning
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Social Security Retirement Benefits

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • CDFA® Certified Divorce Financial Analyst
  • Series 66 - Uniform Combined State Law Examination
  • Series 7 - General Securities Representative Exam
  • Utah Life & Health License

Education

  • University of Utah Bachelor of Science in Economics

Previous experience

  • Discover Card - Accounts Payable, 1999-2003

Certified Divorce Financial Analyst (CDFA®)

I have received the Certified Divorce Financial Analyst (CDFA®) designation from the Institute for Divorce Financial Analysts (IDFA).As a financial advisor and CDFA® professional, I am uniquely qualified to help divorcing clients gain a solid grasp of their current and future financial needs as the first step in helping them navigate the financial complexities of proposed divorce settlements. I take great pride in empowering my clients to make better-informed financial decisions to build the foundation of their post-divorce financial future. I also work with attorneys to provide robust analysis of client financials and can serve as expert witness.

Community participation

My son and I are passionate about helping animals specifically BIG dogs. We work with Big Dogs Huge Paws and help transport these gentle giants to their forever homes. The moment these big loves meet their paw parents for the first time just melts us and makes the 4 hour drive home worth it.

https://bigdogshugepaws.com/

National Association of Women Business Owners - Women inspiring and supporting the growth of other women entrepreneurs!

https://www.nawbo.org/salt-lake-city

Interests

As a busy working mom to an awesome 11-year old rock star (Knox), we love spending the weekends playing basketball, watching movies or a Jazz game, and cooking dinner with my whole family who live right down the street.

We love to travel down south to play in the razor in Moab, Utah and getting lost in the beautiful Red Rocks.