Fee-Only Fiduciary Advice for the Road to Retirement

I help individuals and families bridge their working years to their retirement years through thoughtful, personalized financial planning.

As a fee-only fiduciary advisor, I provide objective advice tailored to your goals and best interests. I do not receive commissions for investment recommendations, allowing me to stay focused on helping you make informed decisions with confidence.

I graduated from the University of Utah in 2001 with a degree in Finance, but my passion for financial planning started much earlier. Inspired by my grandmother, Thelma, I learned the importance of balancing wise financial habits with enjoying life along the way. Her advice to “take care of the pennies, so the dollars would take care of themselves” still influences the way I serve clients today.

Clients appreciate my attention to detail, my desire to understand their needs, and my commitment to helping them put a clear financial plan into action.

As a CERTIFIED FINANCIAL PLANNER™ professional, I am dedicated to helping clients pursue their goals through a thoughtful and personalized planning process.