After a successful career in my family’s business, I decided to follow my passion for financial planning. With over a decade of experience in financial services, I’m dedicated to helping clients achieve their financial goals. While I love many aspects of my work, what fulfills me most is showing people what’s truly possible—turning what seems impossible into a reality.
I earned my MBA in Finance from the University of Colorado Boulder in 2014 to build on my undergraduate studies in Psychology and Philosophy from the University of Minnesota Duluth. I went on to earn a Certificate in Financial Planning and the prestigious Certified Financial Planner™ (CFP®) designation in 2017.
My clients are people from all walks of life who are dedicated to elevating their financial future. I specialize in helping individuals in the energy and defense industries and have a personal understanding of the complexities of financial planning during and after a divorce.
When I’m not crafting financial plans, I enjoy spending time with my daughter, Josie, and pursuing my hobbies of golfing, camping, and snowboarding.
If you are ready to make a path towards a brighter financial future, reach out for an introductory chat!