I desire that people thrive personally, professionally and financially. As a financial advisor, I can help make that happen.
I experienced first-hand the positive impact an advisor can have on a family 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. Today I am driven to do the same for others by impacting people’s lives, and the lives of their families, for generations to come.
I begin each relationship by being approachable and taking the time to listen to what is most important to my clients. With that info I then craft solutions around an established process, with special emphasis helping people comfortably retire, and then stay comfortably retired. Clients can rest easy knowing that our partnership includes regular connection to update strategies as required and, as appropriate, include collaboration with their CPAs and attorneys.
Mariah Fauth (my admin) 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.
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.
As your financial advisor, think of me as the CFO of your dreams and goals, and as someone who helps bring order and organization to your financial life. Through our partnership, and the experience of Edward Jones, I am confident that I can help you accomplish what you strive for.
I work with clients across the USA in person and online and invite your connection.
My Personal Interests
Office Address1874 Highway 93 North
Kalispell, MT 59901
|Mon||08:30AM - 04:30PM|
|Tue||08:30AM - 04:30PM|
|Wed||08:30AM - 04:30PM|
|Thu||08:30AM - 04:30PM|
|Fri||08:30AM - 03:00PM|
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