About
I believe that, as a financial advisor, it's important to understand what's important to you and your family. My goal is not to meet you once and send you on your way, but to establish a personal relationship with you and your family. Goals are not achieved without plans and execution. I partner with my clients throughout their lives to help achieve their goals through personalized strategies. In order for us to be successful together, we must both be serious and committed, but have an enjoyable connection. I strive to work with people who look forward to our meetings because we connect as individuals, not simply on a business level.
Each person has very different goals, and that's why this business is so rewarding. No two individuals are the same, and many of us don't even know what our goals are or what we want our futures to look like. The moral is, we all have a future and we need to prepare for it. Whether this means achieving retirement, making it through retirement, paying for an education, preparing for the unexpected, or something completely different for you, there is never a better time to start than the present. I help people dive into where they are right now, versus where they want to be, and guide them toward financial peace of mind and achievement of their goals.
I was born and raised in New Jersey while my husband, Eric, is a Libby native. Our children are spread across the country from New Jersey to Oregon with one son proudly serving in the U.S. Navy. Now life has lovingly brought us empty nesters home to Montana from beautiful Colorado.
This career allows me to make a big difference in the lives of those in the community, which is extremely rewarding. I look forward to the opportunity to get to know your family and be a part of helping you achieve your goals. Together, we can help build a future for you and your family; whether you have the foundation poured, already have a roof, or don't even own the dirt.
