
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn MoreAt an early age I became enthralled with finances. There is something very intriguing about saving and using money as a tool to achieve a goal. Now I am able to use this passion to help the people in a community that has done so much for me. As a native Idahoan I am so thankful for the opportunity to live in and serve my community.
Today I use my skills and knowledge in finance to help people with their financial futures, with the goal to ultimately make them feel secure in all aspects of their financial life. My team and I accomplish this by finding out what is most important to each of our clients and then using an established 5-step process to help them reach their financial goals. We will also partner with your CPA and attorney to work as a team that is focused on your financial well-being.
Outside of the office I enjoy spending time with my family, coaching youth sports and huffing and puffing on my mountain bike in the Boise Foothills.
I would love to have a conversation with you about your goals and what's most important to you. Please give me a call or stop by my office anytime. I look forward to meeting you.
Weekday | Availability |
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Monday | 08:00AM - 05:00PM |
Mon | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Friday | 08:00AM - 04:00PM |
Fri | 08:00AM - 04:00PM |
Saturday | By Appointment Only |
Sat | By Appointment Only |
Sunday | Closed |
Sun | Closed |
Weekday | Availability |
---|---|
Monday | 08:00AM - 05:00PM |
Mon | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Friday | 08:00AM - 04:00PM |
Fri | 08:00AM - 04:00PM |
Saturday | By Appointment Only |
Sat | By Appointment Only |
Sunday | Closed |
Sun | Closed |
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn MoreNeed 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 quizA summary of last week's market highlights and economic news.
Learn More