Office Location: Caldwell, ID
How do you play the role of a mainspring in our clients’ lives?
I strive to be the person clients can turn to in many different scenarios, not just the obvious financial ones. After almost 20 years in the financial services industry, I have come across a lot of interesting requests and situations that required putting on different “hats” to solve. If I don’t know the answer, I can find it!
What drives you?
I enjoy helping clients create a financial plan to make their lives less stressful and attain the goals they have worked so hard for. Having someone in your corner with a solid financial plan takes a lot of guesswork out of enjoying your life. I hope to give clients peace of mind knowing they have someone they can always count on.
How do you spend time outside of work?
My two boys keep me busy with football, basketball, and various other sports. We are also enjoying outdoor activities in the Boise area and love the greenbelt and all of the lakes and rivers, along with snowboarding in the winter.