My job allows me the privilege to see my clients and their families go to college, save, travel, enjoy hobbies and retire. Helping clients realize what truly matters to them energizes and inspires me every day.
I am grateful for the opportunity to serve in the community where I was raised. I can see the high school I attended (Marshfield) from my office; at lunch, I often walk around Mingus Park where I grew up feeding ducks and spent countless hours with the swim team, and I have the opportunity to live a couple miles away from my parents and the house where I grew up.
I attended the University of Utah and hold a BS in finance and completed my MBA with an emphasis in financial planning at California Lutheran University. I also hold an AAMS® certification from the College for Financial Planning and the CFP® certification from the Certified Financial Planning Board of Standards, Inc. I recently completed the ChFC® certification as part of my lifelong commitment to learning. I began my Edward Jones career in 2006.
I wholeheartedly dedicate myself to helping my clients achieve their definition of financial success. My clients often come to me during times of transition, such as retirement, sale of a business or receiving an inheritance. I enjoy the challenge of developing complex strategies for high net worth clients and often collaborate with other professionals such as my clients’ CPAs and attorneys.
I am blessed to have a fantastic partner here in the office, Somer Earle. We are looking forward to many more years of understanding what is important to our clients, using our established process to build personalized strategies to help our clients achieve their goals and partnering together to help keep them on track to meet those goals. It is an incredible blessing to have found a career that lets me work with so many great families.
I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation.