After more than a decade working as a Financial Advisor in Northeast Colorado, my family relocated to my husband's home state of Wyoming. While our family adjusted to many changes from life on the beautiful plains of Colorado to the amazing mountains of Wyoming, it became clear that one thing wasn't changing: my passion for helping individuals and businesses organize, build, preserve, and transfer wealth. I found a home with D.A. Davidson & Co., whose culture and values closely align with my personal investment philosophy.
As a dedicated financial partner, I help my clients build personalized financial strategies that are designed to help them pursue their unique goals. Once the strategies are implemented, I maintain regular contact with my clients, informing them of any developments and addressing any changes in their personal circumstances. To provide a comprehensive service, I collaborate confidentially with your professional financial team of CPAs, attorneys, bankers, and trustees.
I am proud to serve a diverse group of clients in multiple states. I am experienced in assisting multi-generational families and enjoy the relationships I build with my clients and their loved ones throughout their lifetimes. I also regularly work with business owners to design strategies that involve business succession, asset growth, and tax reduction. My passion for giving back to the community has led me to serve numerous foundations and non-profit organizations with fund development and planned giving.
Outside of the office, I am active in the community and recently joined the Black Mountain Nordic board. In my free time, my family and I enjoy exploring Wyoming, especially the Big Horn Mountains. My husband, Justin, is a manufacturing engineer for Weatherby. We have a son, Ezra, who attends Sheridan College, and a daughter, Hadley, who is active in sports and activities at her high school.
