There’s always something to learn about investing. That’s the challenge that drew me to this field — I love solving problems related to the stock market and financial decisions. And once I’ve conquered a problem, I’m ready to pass on what I’ve learned to our clients. Dealing with money and the choices it presents can be emotional, and lessening the stress surrounding investments is one of the most important things I do every day as a client services associate.
This work comes naturally to me. Even when I was in college at the University of Idaho, I helped my close friends understand their finances. At R|W, I’m privileged to work with a team of people who have a huge range of knowledge and skills. We’re driven to help each other learn and grow so we can better serve our clients, and that focus on service is what guides us as a firm.
I worked at national investing firm in Portland, Oregon, before joining R|W, but I’m glad to be back in my hometown of Boise. When I’m not working you’ll most likely find me playing golf or basketball, reading, or hanging out with my friends.
- University of Idaho, Bachelor of Science, Finance
- University of Idaho, Bachelor of Science, Marketing Analytics
Memberships and Community Service:
- University of Idaho Estate, Trust & Gift Planning Board Member