I am a Certified Financial Planner™ practitioner and I hold Series 7, 24, and 63 securities licenses. I have been in the financial services industry since 2004 when I first joined our family firm.
I am a proud member of the Coeur d'Alene Rotary Club and the Coeur d'Alene Chamber of Commerce. I have been previously named one of North Idaho’s Top 30 Under 40. I specialize in life planning and working with people for whom life has suddenly changed. I am especially drawn to helping women who are recently divorced or widowed. My great joy is helping all our clients build wealth so they can retire with the confidence that they will enjoy the retirement they deserve.
I enjoy spending time with Mike, our two kids (Brayden and Emily), and our many cats. With my family, I like to travel, conquer escape rooms and watch Emily compete with her soccer club. As a graduate of the University of Michigan, you can find me cheering on the Wolverines during college football season – Go blue!
*Idaho's Top 30 under 40 is a community-based award. This award may not be representative of the experience of all clients, and is not a guarantee of future investment success.