North Idaho Investment Group of Wells Fargo Advisors

Even though I was born in small-town Nebraska we didn’t stay there as I grew up in a military family. My dad was in the Air Force and my mom stayed home to raise my two older sisters, myself and a younger brother. When we got a bit older, my mom would go on to pursue her passion to be a first-generation college student, eventually going on to earn a PhD in Economics, and becoming a university professor in a small mid-west town.

Our childhood was simple with typical kid games and filled with memories of hanging out at the local swimming pool. Moving around a lot teaches you to be outgoing to make new friends and adapt to different environments. I learned from a young age that if I wanted something I would have to work for it, therefore, I entered the “workforce” at 12 and began babysitting for extra money.

As anyone from a military family knows, moving around is a normal part of the process and we were no exception. We bounced around quite a bit before finally settling in Salt Lake City for high school. There, I dedicated myself to my schoolwork and focused on achieving good grades. In the winter, I worked at a hotel in Snowbird Utah which came with one very special perk, a free ski slope pass.

After high school, I pursued higher education at the University of Utah, where I earned a degree in Economics, following in my mom’s footsteps. After graduation, I held a couple of jobs before finding my way into the world of financial services as a private banker with Wells Fargo. More than 30 years later, today, I lead a team that is passionate about helping people navigate the complexity of financial decisions to provide clarity. Clarity is the ability to see beyond the surface and understand the deeper meaning of a situation. Clarity allows us to speak with confidence. It helps us bring purpose and understanding to your unique situation.

Today, I'm happily married to my husband, Troy, and together we are the proud parents of three amazing grown children and six wonderful grandchildren. When I'm not in the office, I stay busy in the great outdoors of North Idaho. Golf holds the top spot, and I also enjoy biking, hiking, and any activity that involves spending time on the lake. Being around family and friends is an essential part of our lives. We truly enjoy hosting and with my passion for cooking, and serving others, it isn’t hard to convince everyone to gather at our place for a good time.

Early on I was fascinated by investing and learning about the stock market and the economy. For over thirty years I have worked in the financial services industry. One of my greatest strengths is the ability to help clients understand financial matters in a relaxed and educational manner.

I was raised on a farm in Yankton, South Dakota where my parents and most of my family continue to reside. Growing up I worked in the family business, where I worked hard and learned there is always a way to complete the task at hand.

My college career started in Minnesota at Mankato State University and ended at Cal State Long Beach. There, I earned a bachelor’s degree in business administration with an emphasis in Finance. 

Over the next three decades I worked as a financial advisor and educator to other advisors. In 2003 I received a CERTIFIED FINANCIAL PLANNER ® designation. Every day, I try to bring knowledge and experience to this role. I believe that ethics and my commitment to excellence has been evident throughout my career. Our team works together as we help others prepare for their biggest financial commitments, generally retirement.

My wife Sarah and I are fortunate to live in downtown Coeur d’Alene and the Pacific Northwest has been home for over twenty years. I have a daughter who lives in Boise, and my stepson and his family are in Post Falls.

My passions center around our town and its beautiful surroundings. If it is a warm sunny day, we hope to be boating on Lake Coeur d’Alene. I dabble in hiking and skiing, and you can generally catch me at Car d’Alene on Father’s Day. We recently stumbled across a classic Airstream Motorcoach that we couldn’t pass up.  You may see us on the roads in this beautiful piece of art enjoying our North Idaho scenery. My biggest joy is watching my daughter’s successes as a young woman and making her way in the world.

Within our community, I have dedicated much time to the Rotary Club of Coeur d’Alene. I appreciate how our members and our community give so much to those in need. I am a proud member and past president of our local club.