Helping Business Owners and Families work to protect their wealth and pursue their goals.
Growing up in a small Utah town, with a population of less than 500, I understand the importance of building community relationships. I moved to Montana to attend Carroll College, where I graduated with a Bachelors of Arts in Business Accounting & Strategic Finance while simultaneously balancing collegiate athletics.
My interest in financial services became much more personal after experiencing the financial planning process with my family following the loss of a loved one. Working with financial advisors during that time showed me how valuable the right guidance can be, especially during times when financial decisions can feel overwhelming. Working alongside a trusted individual throughout my family’s unimaginable grief inspired my own path to be a supportive resource for others.
Through a team-based approach at WestPac Wealth Partners, my clients have access to resources and professionals across a range of financial disciplines. I value taking the time to understand who you are, what matters to you, what you are working toward, and how you envision your future. My goal is to work towards simplifying your finances and help you build your wealth throughout all stages of life, whether it’s helping out your business or managing your personal finances. I also speak Spanish and welcome the opportunity to work with Spanish speaking business owners and families.
I strive to keep up with the evolving nature of our field and am always looking to expand my knowledge. Currently, I am pursuing my Certified Financial Planning certificate (CFP®) and working towards my Master of Finance in Wealth Management at Utah Valley University.
Outside of work, I enjoy staying active, going to the gym, snowboarding, traveling, grilling for friends and family on the Blackstone, and rarely passing up an opportunity to play with my energetic Border Collie, Goku.
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. WestPac Wealth Partners LLC is not an affiliate or subsidiary of Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC.| 9143705.1 Exp. 09/28