My purpose is to advocate and serve as a strategic guide, solutions catalyst, and steward for positive financial and life outcomes for my diverse clientele, who reside in multiple states.

For over 20 years I’ve co-created sustainable, scalable solutions with individuals, businesses and non-profits through comprehensive strategic and financial planning, fiscal stewardship and forward looking financial leadership.

I am passionate to serve as a consultative partner, with my clients’ goals and best interests first and foremost. Where private client meets business founder/owner/executive is where I am energized to integrate bespoke financial strategies in the technology, life sciences, consulting, real-estate and non-profit sectors. I structure and oversee retirement and executive compensation plans, and tailor wealth, tax optimization, asset & risk management, and estate & planned giving strategies.

Living in Utah IS Life Elevated! The Rocky Mountains and desert southwest are the playground where my husband, Steve, son Logan and adventurous friends and I enjoy hiking, skiing, river rafting, canyoneering and mountain & road biking. I am gratified to be involved with my neighbors and community as an elected council member of the Emigration Canyon Community Council and on the Utah Planned Giving Roundtable board of directors. In my free time I enjoy performing with local bluegrass, country, Western and folk ensembles.

Raymond James is not affiliated with any of the organizations listed above.