I believe that financial planning is a deeply personal matter. Each person has a story, a set of values, and a vision for what they want their life to look like, and my role is to help bring clarity and confidence to that journey.
My passion for this work is rooted in personal experience. Watching my mother navigate financial decisions without the guidance she truly needed shaped my commitment to education and advocacy. That experience continues to drive my mission today: to empower clients with the knowledge and understanding they need to make informed, confident decisions about their financial futures.
One of the most rewarding parts of my work is celebrating my clients’ progress and milestones alongside them. I take great pride in building long-term relationships founded on trust, active listening, and thoughtful collaboration. Every plan and investment strategy is customized because no two lives, or set of financial goals, are the same.
I grew up in Red Lodge, Montana, just outside Yellowstone National Park, where small-town values and strong relationships shaped who I am today. I share life with my husband, Ron, and our two children, Ryan and Hailey, who both work in Investment Services and carry forward our family’s commitment to helping others.
Outside of my work at The Ameriflex Group, I am deeply involved in my professional and local communities. I lead The W Source, a networking group for women across diverse industries, and I am honored to serve on the AssetMark Advisory Board.
At the heart of everything I do is a simple goal: to help people feel informed, supported, and confident as they write their own financial stories.