For over 20 years, I have helped clients address their financial concerns and develop sound strategies by focusing on each individual's specific needs. With extensive experience throughout major shifts in the markets, I have dedicated my career to delivering the personalized investment planning services that my clients and their families deserve. I work with high net worth individuals, families, and businesses to provide integrated wealth management and planning services. Integrity, objective advice, attention to detail, and unwavering concern for the wellbeing of my clients are the hallmarks of my client service model.
I earned my undergraduate degree from Idaho State University and hold the Series 7 and 66 registration. I hold the Chartered Retirement Planning Counselor (CRPC) designation through the College for Financial Planning. I also hold the Private Investment Management (PIM) Portfolio Manager designation through Wells Fargo Advisors.