I am a holistic, goal focused financial advisor following an established process to help people comfortably retire, and stay comfortably retired, with special emphasis on the unique financial needs of single women over 50.

I experienced first-hand the positive impact an advisor can have when my mother, newly widowed, was forced to put her financial life together after my dad’s unexpected passing. My mom was fortunate to meet a prudent advisor who guided her in turning her financial chaos into financial confidence. That relationship changed not just her life, but our entire family's and drives me to do the same for my clients.

I intentionally begin each relationship by being approachable and learning what is important to the person I am speaking with. With that info, in partnership, solutions are crafted to meet desired goals. Clients can feel confident knowing I will implement Edward Jones' established process, provide regular opportunities for feedback and updates and invite collaboration with your network of trusted individuals and professionals. As your financial advisor, think of me as someone who helps bring order, organization and confidence to your financial life.

We, my support staff and I, welcome each client as a valued member of our extended family. We know that finances are intricately wrapped up in the most joyous and the most difficult days of our clients' lives, and we are here to share in both.

I live out my mission to help people thrive personally, professionally and financially serving in my community. I am a tireless promoter of business and economic growth with an emphasis on benefiting women in the workforce. Recent projects have included founding a nonprofit and authoring my first book; a guide helping women overcome adversity.

If you would like to learn more, reach out and schedule a "lets get to know each other" call. Our office number is (406) 257-5854.

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Caring about what you care about.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Divorce Finances
  • Entrepreneurs & Business Owners
  • Insurance & Annuities
  • Estate & Legacy Strategies

My Personal Interests

  • Running
  • Skiing
  • Cooking
  • Traveling
  • Yoga

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 01:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing
Email Me

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