Chief Financial Analyst
I hold the Series 7, Series 63, and Series 65 securities licenses, and I am a state of Idaho insurance agent. I have been in the financial services industry since 1999 and I am a Retirement Income Certified Professional®, Accredited Wealth Management AdvisorSM, and Accredited Asset Management SpecialistSM.
I am a proud member of the Coeur d’Alene Rotary Club and a past member of the Board of Directors of the Sunrise Rotary Club of Coeur d’Alene. I am also a member of the Coeur d’Alene Chamber of Commerce and was previously named one of North Idaho’s Top 30 Under 40*. I am registered as a Notary Public for the state of Idaho. I specialize in analyzing comprehensive financial planning issues and investment solutions for our clients.
I enjoy reading historical mysteries and watching sports. As a native Texan, I have a bias toward the Spurs, Cowboys, Astros, and Longhorns. However, my favorite team to cheer for is my daughter Emily’s Thorns Soccer Club. Aimee and I enjoy traveling with our two kids, Brayden and Emily. We love to explore new destinations, hike and find ways to take advantage of time with our family.
*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.