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
WeekdayAvailability
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

Request an Appointment

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More