I strive to help our clients feel secure about their future. As a CERTIFIED FINANCIAL PLANNERTM 1
professional, I advocate for a comprehensive approach to simplifying your
financial decisions. I believe your financial life should start with a plan that details where you are now and where you want to go. Our ultimate measure of success is your
Since 1991, I have been meticulous about making sure clients are heard and informed. I understand the lifelong value of a relationship and work hard to build relationships
that are far deeper than a check mark on an annual to-do list. My strengths lie in my work ethic, loyalty and commitment to continuous development of credentials to serve our
clients as they navigate the ever-changing financial world.
I grew up in Boise, and now my husband and I are raising a daughter who is fortunate enough to grow up here, too. We enjoy volunteering at our church and daughter's school as
well as all the amazing outdoor activities of Idaho.
- Bachelor of Business Administration in Finance from Boise State University
- Learn more about the CFP® designation at letsmakeaplan.org.
A Financial Advisor with the CFP®
certification has demonstrated extensive knowledge and skill in analyzing and developing personal, long-term
financial strategies for clients. Awarded by the Certified Financial Planner Board of Standards, Inc., the CFP®
certification is one of the most recognized certifications
in the financial services industry.