Investment Advisor / Principal
Money can be a complex topic, and the world of finance sometimes appears even more complicated. But it doesn’t have to be. My favorite clients are the people who want guidance and education, because I love empowering people to tackle their finances and their futures. I listen to their goals and we work together to devise practical plans to bring those dreams into reality.
The world of finance has always made sense to me. My mother encouraged me to study accountancy and finance, which gave me a great practical background. After graduating from Boise State University, I joined R|W, dove into the world of investment management, and discovered the joy of working directly with clients to help them achieve their most important milestones.
Over the years, I’ve built upon my degree by earning designations as a Chartered Financial Analyst® and a Certified Public Accountant (non-practicing). I’m also a member of the CFA Institute, the CFA Society of Idaho, the American Institute of Certified Public Accountants, as well as a 2019 graduate of the Boise Chamber of Commerce Leadership Boise program.
I’m lucky enough to work with people I have great respect and admiration for, and I think that comes through in the way we interact with each other and our clients. Nurturing a sense of community, whether here in the office or in the Treasure Valley, is important to me. I serve on the board of Pine Acres Youth Camp and married in the spring of 2020. My husband and I love sports and being active, and we spend as much time as we can with family.