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
2
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
  • Investment Management
  • Insurance
  • Family Finances
  • Saving for Education
  • Cash Flow Management Strategies
  • Estate Planning Strategies

Qualifications

  • Series 7
  • Series 66
  • Life, health and accident insurance

Education

  • BBA Finance, Boise State University Honors College, Boise, ID, 2017-2021

Interests

I was born and raised in the Pacific Northwest and look forward to visiting family during Arizona's hot summers. I spend my free time with friends and family. You'll typically find us doing something outside whether it's skiing at Snowbowl, hiking Camelback, or finding a new golf course to play!