I have been in the financial services industry since 2019. My journey began under the guidance of my father, Dale Green, a seasoned financial advisor. His commitment to this profession is what sparked my passion, and I had the honor of working alongside him for nearly three years before he passed away after a battle with cancer. My mission is to carry forward his selfless approach as a professional advisor—one who prioritizes the well-being of others.

I’m fortunate to be part of a team of highly experienced and knowledgeable advisors. Collectively, we boast over 100 years of combined expertise in the financial services industry. Our team-oriented approach helps to ensure that we meet the diverse needs of our clients. We have developed and refined a process—one that is designed to yield customized, high-value solutions for various financial scenarios. We’re not just about numbers; our core purpose is to help clients look to the future with anticipation, rather than apprehension.

Relationships are the center of my career. I'm grateful for the opportunity to connect with people—learning about their interests, careers, and families. These personal relationships empower me to create customized investment plans tailored to each client’s unique circumstances. I pride myself in being honest and transparent. My clients can count on straightforward advice and exceptional service, whether navigating complex financial decisions or planning for the future.

Outside the office, I love spending time with my wife and children. Camping trips, rounds of golf, hunting, fishing, invigorating workouts, and the thrill of riding motorcycles—all against the backdrop of Southeast, ID—have woven themselves into my life. This area fuels my passions, and I’m grateful to call it home.

As a newer advisor entering the industry at the end of 2022, I bring a fresh perspective and dedication to guiding clients towards their financial goals. My journey as an advisor has been marked by a steadfast commitment to understanding each client’s unique needs and crafting tailored strategies to help them achieve their goals.

My approach is centered on building strong, trust-based relationships with clients, rooted in transparency, integrity, and open communication. By listening attentively to each client’s aspiration, concerns, and values, I aim to empower them to make informed decisions with confidence.

At Mountain Crest Wealth Management, I am fortunate to work alongside industry veterans whose mentorship inspires me to grow and refine my skills. Together, we create a collaborative environment where knowledge is shared, and innovative solutions are cultivated to help our clients achieve their financial goals.

In my personal time, I enjoy the many recreational activities our area has to offer. I love spending time outside with my family hunting, fishing, hiking, boating, camping, snowmobiling and everything in between. I am active in my faith and aim to be a loving example to my family.

I have been a part of the Wealth Management Industry since 2019. I have a deep passion for personalized wealth management and investment strategies. I particularly enjoy working with affluent professionals and business owners because of the opportunities and challenges that arise in helping them grow, preserve, and enjoy the wealth they have worked so hard to build. For me, it is more than just managing client portfolios-it is about crafting tailored solutions that align with their ambitions, whether that is scaling a business, securing a legacy, or living life on their terms. I thrive on diving into the complexities of investments, tax strategies, and longer-term planning to deliver results that make a real difference.

Outside of my career I find fulfillment in spending time with my family and enjoying various outdoor hobbies. The mountains surrounding Southeast Idaho are where I like to spend my free time. From hunting and camping to tackling rugged trails on my dirt bike in the summer and exploring the backcountry on my snowmobile during the winter months. Above all, I treasure the time I spend with my wife and our two sons. They are my motivation, and the reason I prioritize building something lasting, both at home and for my clients.

I bring that same energy and dedication with a hands-non approach to every relationship I build. My goal is simple: to be the trusted partner who helps my clients navigate their financial world with confidence, so they can focus on the things they value most.

I am Senior Registered Client Associate with a Series 7 and 66 registration. I began my financial services
career over 22 years ago with Smith Barney. I have been with Wells Fargo Advisors since 2008 and
made the transition to Wells Fargo Advisors Financial Network in 2022.


I strive to serve the needs of clients by listening and working hard to attend to all their needs. Working
together with clients and building a longstanding and trusting relationship is my goal. I work closely with
Financial Advisors to help bring a seamless process to all of our client’s needs.

My experience and knowledge has given me the ability to be a problem-solver and provide the best
solution for any situation.

I grew up in Southern Utah, but now call Rigby, Idaho my home. I have two grown children. Outside of
work you will find me traveling with my husband, enjoying the outdoors, or curling up with a good book.