Why I do what I do
Why I do what I do
I’m passionate about helping my members determine their financial goals and then working together to create a plan based on their unique circumstances and needs.
I serve members in…
eastern Idaho and Utah primarily, although I do serve clients in other western states.
I can help you plan for life using a variety of tools, including…
life insurance, annuities, mutual funds and variable annuities.
I enjoy working with…
and excel at working with families and business owners as they transition through life. Two areas of main emphasis are retirement planning and helping individuals/families after losing a loved one.
I attended…
Idaho State University, where I obtained a bachelor's degree from the College of Business, emphasizing finance and entrepreneurship.