Professional Overview
As an LPL Financial Advisor at Jonah Wealth Management, I bring over 15 years of experience in the financial services industry to help guide my clients on their financial journeys. I hold several certifications and designations, including:
- Certified Plan Fiduciary Advisor® (CPFA®)
- Certified Retirement Counselor® (CRC®)
- Accredited Investment Fiduciary® (AIF®)
- Series 7, Series 65, and Series 63 registrations through LPL Financial
- Life, Long Term Care, and Disability licenses
My educational background includes receiving a degree from the University of Wyoming, which laid the foundation for my career.
Specializations & Motivations
What I love most about my role is watching our clients' dreams become their reality. Many of them plan for decades to pursue their retirement goals, and it is truly rewarding to see them arrive at the top of their mountain. I am motivated by the knowledge that most people seek a partner in their financial journey. They are looking for guidance and someone they can respect, and I am honored to be that person for my clients.
Personal Background & Achievements
Originally from Pinedale, Wyoming, I now reside in Casper with my husband and our three sons. Outside of the office, I serve as the Chair of the Board for a local nonprofit, which allows me to give back to the community in meaningful ways. In my free time, I am devoted to my family. My boys are heavily involved in sports, which keeps us busy and constantly on the go. Watching my kids do what they love is my absolute favorite thing, and it brings me immense joy and fulfillment. Balancing my professional and personal life allows me to stay grounded and continue providing comprehensive support and guidance for my clients.