I have been with Edward Jones since 2003. I became a limited partner with the firm in 2010 and became the financial advisor for the office in Rathdrum, Idaho in 2012.

Using an established process, I build personalized financial strategies for my clients that are designed to help achieve their unique goals. I take the time to ask essential questions and listen intently in order to truly understand what is important to each client. I then construct measurable objectives tailored to their circumstances. Once the strategies are implemented, I maintain regular contact with my clients to help keep them on track throughout their lives. In order to provide a comprehensive service, I regularly collaborate with a team of CPAs and attorneys, always keeping client information confidential.

I am proud to serve a wide variety of clients whose goals range from saving for education expenses to growing wealth to planning and living a successful retirement. I regularly work with multi-generational families to develop unique strategies of wealth transfer. Many of my clients are also business owners with whom I create strategies for business succession, asset growth and tax reduction.

I am a dedicated financial advisor. I love my job because it offers an opportunity to make a tangible difference in people's lives. I feel privileged to see my clients and their families live the lives they have imagined, knowing that I was able to help make their dreams a reality. I am licensed in multiple states.

Outside of my role with Edward Jones, I served my community as a city councilperson for 12 years. I now serve on the board of United Way of North Idaho. In my free time, I enjoy cooking, making jam, gardening, reading, watching movies and spending time with my family and friends.

If you'd like to have a conversation about investments or life insurance, contact my office today.

Focus areas

  • Retirement Savings Strategies
  • Business Retirement Plans
  • Insurance & Annuities
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners

My Personal Interests

  • Art & Theater
  • Cooking
  • Traveling
  • Yoga
  • Reading

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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