As a Private Wealth Advisor, I help my clients define their goals and understand their options. Then I partner with them to create tailored wealth management strategies. My clients' wealth plans include the right mix of investment management, trust and estate services, and private banking to meet their unique needs and preferences.
I've worked in the banking and financial services industry since 1990. I help clients succeed by providing comprehensive financial services for accumulated wealth.
I live in North Ogden, and serve clients in Salt Lake City, Alpine and Highland. I enjoy serving in the community on the advisory board of People Helping People and the Chancellor's Action Council for Roseman University of Health Sciences. I enjoy spending time with my husband, kids, and our dogs. I also like traveling and spending time on our pontoon boat in the middle of the lake.
It’s time to close the gender gap on investing and increase the number of savvy female investors. A number of studies continue to indicate women struggle with a lack of confidence when it comes to taking charge of their wealth. These resources are meant to support changing that.
We help our clients build and preserve wealth, so they can live the lives they want while supporting the people and causes they care about. Our approach goes beyond just managing your investments. We work to understand your lifestyle, family, passions and goals and then provide tailored advice and guidance. You’ll have a single point of contact – your Private Wealth Advisor – who’s backed by our experts in areas such as planning, investments, trusts and banking. Together, we’ll create a wealth plan aligned with your needs and priorities.