Focus        
 
As a CERTIFIED FINANCIAL PLANNER™ practitioner I deliver a full range of financial strategies tailored to your circumstances. Making sure your concerns are addressed and goals achieved takes careful planning. Typically I work with clients who struggle with the complexity of retirement decisions. I help them gain confidence using our Envision® Planning tool as we build long term relationships based on mutual trust and respect.

 
Background and Experience

My experience with Wells Fargo & Company dates back to 1993 starting as a Personal Banker. I hold a B.S. degree in Economics from the University of Utah. I have also earned the CERTIFIED FINANCIAL PLANNER™, designation from the College for Financial Planning, as wells as the Retirement Income Certified Professional (sm) (RICP®) designation from The American College

I am honored that I have been recognized on the 2023 Top Women Wealth Advisors Best-in-State and 2021 Best-in-State Wealth Advisors by Forbes. As a client you can be assured, I strive to deliver the highest level of ethical and professional behavior as I develop and implement a customized plan for your unique situation. Such planning is not a single event – it is a process. As your life circumstances change, so must the strategies I use to help you stay on course.

Away From the Office
Community service is part of my life and I've been privileged to be involved with many great organizations. Along the way I have been the former President, Secretary and currently a member of the Coeur d’Alene Kiwanis Club, past President and graduate of Leadership Coeur d’Alene, and former board member of United Way. Former member of Coeur d’Alene Estate Planning as well as past President, a member of the finance committee of the Innovia Foundation, and a member of The Planned Giving Committee for Kootenai Health Foundation. A Board member of The Women’s Gift Alliance and member of the Coeur d’Alene Regional Chamber.

 

On a personal note, I enjoy spending time in the great outdoors of North Idaho; golfing, hiking, biking, and any activity that involves being on the water. Gourmet cooking allows me the pleasure of focusing on my creative side.

 

My husband Troy and I have called North Idaho our home for over thirty years, and we are blessed with three adult children, four grandchildren and a variety of grand pets.

The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Focus

 As a Senior Financial Advisor with the North Idaho Investment Group, my first priority is to understand you, your challenges and getting to know what is important to you. I am committed to providing sound financial advice, always striving to build long-term relationships based on mutual trust and respect. As a cancer and chemo survivor, I am thankful for every day and passionate about sharing my story in hopes of helping others with theirs. My mission is to help each one of our clients plan for a financial future that best meets their individual needs and goals. one of our clients plan for a financial future that best meets their individual needs and goals.

 
Background and Experience

 My career in the Financial Services Industry spans over 22 years, 15 of these years being with Wells Fargo Advisors. I started as a Financial Associate, completing the required insurance licenses, security registrations, and Supervisory Registrations, including achievement of the Retirement Income Certified Profession, RICP™ designation. I take pride in working with a team that puts you first, and provides you a variety of specialist available to assist with your needs.

 

Whether you’re seeking tax-deferred growth for your personal investment portfolio or an employee benefit plan for your business, I can help you navigate an array of complex choices. We provide assistance with business or individual retirement plans, income planning, principal protection strategies and tax efficient investing.

 

The last thing you need in your busy life is a complex web of financial relationships. As a North Idaho Investment Group client with Wells Fargo Advisors, you’ll enjoy the convenience and clarity of coordinating much, if not most of your financial life through one point of contact.

 As a client, you can be assured that I am committed to providing the highest level of professional behavior, as we work together to implement an investment strategy that is diversified, tailored to you, and helps you stay on track toward meeting your life goals. Such planning is not a single event but an ongoing process. As your life circumstances change, so must the strategies I use to help you stay on course.

 
Away From the Office

As a cancer survivor, I am thankful for every day and passionate about sharing my story in hopes of helping others with theirs. I am a member of The Coeur d’Alene Regional Chamber. My husband Eric and I enjoy working on home projects, singing together, road trips and a good belly laugh. We have four beautiful children, seven adorable grandchildren, and an array of dogs and turtles.

• Administration and Operation Specialist
• Money Transfers and Trade Executions
• Assist clients with technology education and relationship maintenance/servicing