Advisor profile


Personalized advice to help you achieve your goals

 I provide personalized financial advice to help you achieve your goals, today and in the future. 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, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. How to get started

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies

Education

  • Bachelor of General Studies, General Studies with an Emphasis in Psychology, Brigham Young University, Provo, Utah

Community participation

Portneuf District Library Board Member

  • http://www.portneuflibrary.org/

Interests

I am a Pocatello native and a proud graduate of Pocatello High School. My husband Mark is a Highland High School graduate where he played baseball and ran cross country. So far, our kids have taken after each of us by attending Poky and running cross country. Because we are from this area, we are deeply invested in the happiness and prosperity of the people here. We are raising our family on Idaho potatoes and mountain air and feel so fortunate to live in Southeastern Idaho. I have dabbled in pottery up at the ISU Craft Shop, climbed Scout Mountain with my family, and enjoy wandering through secondhand shops along Main Street.