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
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Income Strategies
  • Social Security Retirement Benefits

Education

  • BA, University of Nevada-Reno

Awards & recognition

  • Elevate Private Wealth Advisors, Ameriprise Client Experience Award, 2023

Professional associations

  • Rotary International, Elko Morning Club

Previous experience

  • Financial Advisor with Waddell & Reed, 1996-2019

Community participation

Rotary past club president 2007-2008

Lamoille Presbyterian church member and past deacon in 2018

Original board member of the first Charter School, Elko Institute for Academic Achievement 2009-10

Creator and original director of the ski school at Snobowl, local community ski area 1999-2006

Interests

I live in Spring Creek, NV with my husband Kevin where we raised two wonderful children, Aimee Kendall - 31 who is a flight nurse and Josh - 29 who works in marketing for Disney and is also a social media influencer. I enjoy what the outdoors has to offer, including hiking, biking, skiing, and wakeboarding. I enjoy travel of a more adventurous nature as well as spending a lot of time keeping in shape for these adventures through regular workouts and eating well. Speaking of which, I am a bit of a foodie and love nothing more than a well-presented delectable delight.

My photos

3 albums
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