As a financial advisor, I am genuinely interested in my clients’ goals and dreams and have the privilege of helping them create and ultimately live out the retirement picture they have imagined.

During my career, I have dedicated my time to understanding my clients’ complex needs and guiding them to achieve their unique versions of success. I have helped clients prepare for and enjoy their retirement years. I've also managed custom-built portfolios for multigenerational families and truly appreciate their trust and loyalty. I am especially passionate about guiding and empowering women in transition.

Raised in Boise, I learned about Edward Jones from my father, who began his career with the firm in 1982. I graduated cum laude with a degree in business administration from The College of Idaho in 1993. I began my career with American Funds and later joined PaineWebber. In 1997, I returned home to Boise and partnered with my father until his retirement. The knowledge and care he provided made a significant impact on my work, and I am forever grateful.

I've qualified for the Managing Partners Conference 15 times and our branch qualified for the Drucker Council in 2022, recognizing teams who exemplify what it means to be purpose driven, setting the standard for client service excellence and driving for the right results through deep personal relationships. Also, in 2022 and 2023, I was ranked in both Forbes Best-in-State Wealth Advisors* and Forbes Best-in-State Top Women Wealth Advisors.** I attended Barron’s Top Advisors Summit in 2018.***

My husband and I have two sons attending West Point. I enjoy supporting my sons’ academic and athletic talents, running, participating in book clubs and spending time outdoors.

*Source: 2022-23 Forbes Best-in-State Wealth Advisors for Idaho, awarded first quarter of each year, research by SHOOK Research, LLC. Data as of June of prior year. Compensation provided for using, not obtaining, the rating.
**Source: Forbes America's Top Women Wealth Advisors Best-in-State in 2022-2023, awarded first quarter each year, research by Shook Research, LLC, data as of September of prior year. Compensation provided for using, not obtaining, the rating.
*** Barron's Top 1,200 Financial Advisors in 2018, awarded February or March each year, data as of September of the prior year. Compensation provided for using, not obtaining, the rating.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Divorce Finances
  • Insurance & Annuities

My Personal Interests

  • Spending Time with Family
  • Running
  • Traveling
  • Reading
  • Skiing

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 - 04:00PM
Sat Closed
Sun Closed

Branch Team

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