I grew up on a family farm and ranch in Idaho, where life was built on hard work, integrity, and a deep connection to the land. My days were spent baling hay under the stars, pulling calves in freezing air, and racing against the frost to harvest potatoes. It wasn’t just a livelihood; it was a legacy, passed down from my father and grandfather—men who taught me the value of grit, resilience, and stewardship. I couldn’t imagine wanting to do anything else.
But like so many family farms, ours reached a crossroads: we either had to expand into something unrecognizable or move on. I watched my father navigate that difficult transition, leaving behind generations of work to start anew. It wasn’t easy, but his foresight and planning saved our family from the hardships that so many others faced. That experience planted a seed in me—though I didn’t know it yet—about the importance of financial planning in moments of profound change.
Fast forward to 2008. I was 27 years old, with a young family, building a career in real estate and commercial construction. Then the financial crisis hit, and it felt like the world turned upside down. I was at a crossroads of my own, searching for stability and meaning. Around that time, a financial advisor I worked with told me something that changed my life: “You’d be great at this. Your experiences could really make a difference for others.”
I thought back to my father, to the careful planning that allowed him to rebuild, and realized that this could be my path—not just to a new career, but to something deeply purposeful. While caring for my newborn daughter, I spent countless hours studying for my securities licenses, motivated by her tiny, trusting eyes looking up at me. I wanted to build a future not only for her but for the clients I would one day serve.
In 2009, in the midst of the Great Recession, I began my career as a financial advisor. It was trial by fire, but it gave me a solid foundation in core investing principles. I learned how to guide clients through uncertainty, preserve what matters most, and build strategies for a better tomorrow. Over the past 15 years, I’ve grown into a wealth advisor who doesn’t just manage portfolios—I help clients see the bigger picture, create opportunities, and build legacies.
This journey has transformed how I view wealth. It’s not just about numbers on a page; it’s a tool to improve lives—our own, our families’, and our communities’. Today, I focus on deeply understanding my clients—their fears, dreams, and aspirations. That connection is why I'm committed to building relationships based on trust, creating better outcomes and uncovering possibilities that clients didn’t even know existed.
My story is one of rebirth, from a life rooted in the soil of Idaho to a career grounded in helping others grow and protect their wealth. The qualities I developed along the way—resilience, foresight, and an unwavering commitment to service—are what I bring to every client relationship. Just as I learned on the farm, it’s about caring for what’s entrusted to you and creating something enduring.