As a native Montanan raised on a ranch, I learned at an early age the importance of financial planning. Cash flow varied significantly from year to year, but expenses did not and saving for that inevitable rainy day was paramount. Today, as a CFP®, I help clients plan for and achieve financial goals. Those goals might relate to retirement, educating children, saving for a home or planning charitable giving. With client participation, I use an established process to dig deep and create a roadmap for successfully reaching financial goals. We then monitor progress toward those goals, adjusting the strategy as the road of life takes unexpected turns. I am inspired by my clients' commitment to their financial future!

I graduated summa cum laude from Montana State University - Billings in 2000 with a bachelor's degree, majoring in finance and economics with a minor in marketing. While finishing my degree, I began my financial career with Piper Jaffray and transferred to Edward Jones in May of 2006. The saying "do what you love and love what you do" is my mantra. I am immeasurably grateful for the opportunity to build relationships with so many amazing people across all walks of life with a singular goal of striving for financial independence.

My husband, Curt, and I share 13 grandchildren and passions for traveling, golf and skiing. We feel fortunate to live in the great state of Montana, surrounded by our large extended family and some of the most spectacular scenery in the world.

As a limited partner at Edward Jones, I proudly serve a large and diverse clientele. Together, my branch office administrator, Ashley, and I strive to provide the top-quality service our clients deserve. Ted Jones, our founding father, believed deeply in leaving the world better than he found it. We endeavor to do the same, always putting our clients' interests and success first.

My Personal Interests

  • Golfing
  • Hiking
  • Gardening
  • Scuba Diving
  • Traveling

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 Closed
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