I partner with my clients to understand what's important to them, their family, and their specific situations. I use an established process, so they understand what is required in order to achieve their financial goals. Goals that evolve and develop over time. Through the years, we partner together for the long term, to ensure that they stay on track.
While working with my clients, I believe that educating and explaining costs and concepts, is as important as the recommendations that we make.
Having lived in this area, on a purebred Angus cattle operation for over 25 years, I am familiar with working with clients of a business, and agricultural background. Specializing with transition planning.
I enjoy working with individuals to help prepare for retirement, live in retirement, and specific client goals. Preparing for the unexpected, and education savings are also services we offer.
Completing my degree at Montana State University, and living state side for 15 years, I decided to move back home, and raise our two boys. At that time, I worked for Cargill as a FMR and grain buyer. I also had the opportunity to work contract positions in other areas. One being for the APX/Hilton Hotel group as a consultant. My love of working in the commodities market, eventually led me to work here at Edward Jones Investments.
You can often find me at the football field, and hockey rink, cheering on our boys. In the summer, we enjoy spending our time at Brightsand Lake. I enjoy sports, horticulture, and attending yoga and spin class.
- Business Owner Considerations
- Estate & Legacy Strategies
- Wealth Protection Strategies
- Wealth Strategies
- Retirement Savings Strategies
- Employee Stock Options
My Personal Interests
- History and Museums
- Active Lifestyle
- Personal Fitness