Helping families navigate important financial and life transitions requires more than knowledge ~ it requires experience, compassion, and a commitment to continued learning.

Education & Professional Credentials​

• Senior Transition Specialist Certification  ~  Mom's House

• Bachelor of Science in Business Administration  ~  Montana University Billings, MT

• Associate of Science  ~  Montana State University Billings, MT

• Paralegal Certification ~  Roosevelt University, Chicago, IL​​

Professional​ Affilations

• Billings Junior Woman's Club

• Montana Notary Association

• Senior Coalition

l believe in staying current through continuing education and professional relationships so I can provide clients with knowledgeable guiadance and cnnect them with trusted professionals when specialized services are needed.

Why I Do This

During my 20+ years as an investment advisor I have seen how overwhelming it can be when important information is scattered, decisions need to be made quickly, and families aren't sure where to turn. It became personal for me when my dad died and my mother thought they had everything in place, but quickly found out there were way to many things they had not prepared for.​That's why I developed a practical, organized approach that helps people prepared before a crisis occurs and provides guidance when a major transition does happen.

​I'm here to help you find your path forward