The focus of my work, always, is service. When I talk with my clients, we focus on what matters - their families, their goals, and their legacies - and my job is to really
hear what they're saying. I serve them by offering the best counsel I can and staying up-to-date on the people and milestones that matter to them. Together, we build a
personalized strategy that is based on their values and aspirations.
I earned my Certified Financial Planner™
designation in 2005 after proving my expertise in financial planning, tax planning, employee benefits and retirement planning,
estate planning, investment management, and insurance. To continue my designation, I complete 30 credit hours of continuing education every two years. I wanted to become a
practitioner because it aligns with my values - CFP®
professionals are held to the highest ethical and professional responsibility standards in our industry.
I'm a lifelong Idahoan, and I love giving back to my community. I've been a member of the Southwest Idaho Planned Giving Council, the Idaho Women's Charitable Foundation,
and the Boise Estate Planning Council. I especially enjoy working with my daughters' school and their extra-curricular activities.
My husband, John, is an electrical engineer at Micron, and when we're not building Excel spreadsheets, we enjoy skiing, biking, and golfing. We love living in Southeast
Boise, and we're especially glad that our two girls are growing up close to the Boise River and the Greenbelt.
- Bachelor of Business Administration, University of Northern Colorado
- Certified Financial Planner™ professional
- Recipient of the Idaho Business Review's 2013 Women of the Year*, 2014 Accomplished 40 Under 40**, and 2016 Excellence in Finance*** awards
*The judges scored using five categories: professional achievements, leadership, mentorship to other women, community service work, and community leadership. They then rated the nominees from one to five in each category; a perfect score was 25.
** The Idaho Business Review's Accomplished 40 Under 40 award criteria consists of the applicants' professional accomplishments, leadership skills, community involvement, and long term goals.
*** Selection based on nominations from investment, insurance, banking and other related firms. Criteria include professional achievements, leadership, mentorship, community leadership and community service. The rating is not representative of any one client's experience and is not indicative of past or future investment performance.
Wells Fargo Advisors is not a tax or legal advisor. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.