Financial decisions impact nearly every aspect of life, which is why I believe a thoughtful financial plan should be at the center of every client relationship. With more than a decade of experience in financial planning and wealth management, I am committed to helping individuals, families, and business owners make confident, informed decisions about their financial future.
I hold Life, Health, Accident, and Variable Insurance licenses and have earned the Certified Wealth Strategist® and Financial Paraplanner Qualified Professional® designations. I also maintain Series 7, 9, 10, and 66 licenses, allowing me to integrate investment management, retirement planning, risk management, and estate planning strategies into a comprehensive approach tailored to each client's goals.
My passion is helping clients simplify financial complexity and gain clarity around what matters most. Whether preparing for retirement, navigating a major life transition, planning for future generations, or managing wealth through changing market environments, I strive to provide personalized guidance, proactive communication, and planning-focused advice that supports long-term success.
As a Wyoming native, I value the importance of community and strong relationships. I currently serve on the Board of Directors for the Children's Center and enjoy being involved in organizations that strengthen our community. Outside of the office, I enjoy spending time with my husband, Matt, our five children, and our three dogs.
I look forward to the opportunity to help you pursue your financial goals and provide guidance through every stage of your financial journey. Contact our office to start the conversation.
