I grew up with a father who was a financial advisor with Edward Jones – he taught us the value of hard work, but I also learned a lot about the value of good advice. Unfortunately, at 44, he was diagnosed with Lou Gehrig's disease. I experienced firsthand the value that long-term care insurance and life insurance had on our family during this difficult time.

As most of my clients know, two of my favorite questions are: do you have an estate plan set up and do you have life insurance/long-term care? My passion in this business is not only to help my clients grow wealth, but to also make sure that they are protected in the event of something catastrophic happening in their life.

I love working with business owners and individuals and partnering with the rest of their team (CPAs and attorneys) to really effectively plan their retirement – not just this year, but 10-20 years down the road. Most people forget that their number one cost in retirement is taxes (I would prefer to forget this as well). The relationships I have built with the CPAs in Glasgow really allows us to work together for the good of our mutual clients and tailor strategies to each individual situation.

I am simply so grateful to live in an incredible community that has accepted our family wholeheartedly and I am thrilled to give back every year. Currently, I work and volunteer for several nonprofit organizations in the Hi-Line area. In my free time, I enjoy time and leisure on Fort Peck Lake, as well as spending time with my two children.

Focus areas

  • Divorce Finances
  • Portfolio Reviews
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Special Needs Financial Considerations

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

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