Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Charitable Giving
  • Family Finances
  • Small Business
36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠
  • CKA® Certified Kingdom Advisor®

Education

  • MPA Masters of Public Administration, University of Iowa
  • BA Bachelor of Arts, University of Iowa

Interests

  • Enjoy skiing, playing golf & Jeeping.

Community participation

The Honorary Colonels Association is a group of 38 civic minded businesspeople who have pooled their energies and resources to assist and support the Salt Lake County Sheriff Unified Police. The Honorary Colonels sponsor scholarships, the annual awards banquet, the annual Honorary Colonels Golf Tournament, and a host of other worthwhile projects in the community.

Awards & recognition

  • Ameriprise Circle of Success, 2001 -2007, 2011