As a senior investment advisor at Berkeley, Inc., I guide clients through financial planning and investment management with integrity and objectivity.  I have a commitment to continuously educating myself on the latest financial strategies. This allows me to provide relevant and important advice tailored to each client's unique goals. My skill set includes portfolio analysis & management as well as retirement/tax/education planning services. As an advisor, I’m about empowering you to achieve your goals and shape the future you envision, all while ensuring the journey is as rewarding as the destination. And I bet we can have a little fun in the process along the way!

I have a 20 year tenure at Berkeley, Inc. and have been the past president of the Financial Planning Association of Idaho, and served as a board member.