About Us

I'm a financial advisor with a Bachelor of Science in Business Administration from the University of Oregon and nearly two decades of client experience. I've earned professional designations from The American College, including the Financial Services Certified Professional (FSCP) and Retirement Income Certified Professional (RICP). I hold securities licenses (Series 6, 63, 65, and 7) along with Life and Health and Property and Casualty insurance licenses in Wyoming, Montana, Idaho, and Oregon.

My focus is helping individuals, families, and small business owners develop financial plans built around what matters most to them. That starts with understanding your goals and concerns, then building a strategy that's both effective and realistic. I want every client to feel educated and confident throughout the process, not just handed a plan and left to figure it out.

I'm based in Wyoming, where I'm deeply rooted in the local community. I'm a member of the Casper Chamber of Commerce, the National Association of Insurance and Financial Advisors (NAIFA), and I've earned Million Dollar Round Table (MDRT) membership five times (2024, 2023, 2022, 2021, and 2019). Outside of work, I serve on the board of a non-profit dedicated to children with autism.

When I'm not working, you'll find me outside with my family, fishing, golfing, or hiking. I also have a long-standing interest in history and try to keep a good book close by.