About Me

I was born and raised in Montana, where I learned the value of hard work, integrity, and community. With a strong family background in education, I have always been drawn to teaching and guiding others. That passion has carried through my career, whether in financial advising, business ownership, or fitness coaching. My goal is to make complex topics clear and actionable, empowering individuals to make confident decisions for their future.

My Background

Education

I studied Computer Science at Montana State University, where I developed analytical and problem-solving skills that serve as a foundation for my approach to financial planning. To align my education with my passion for helping others achieve financial security, I pursued further study through Florida State University, earning a Certificate in Financial Planning. I am currently advancing this knowledge as I prepare to sit for the Certified Financial Planner™ (CFP®) exam.

Certificates

In addition to my Certificate in Financial Planning, I bring a unique perspective through my CrossFit Level 3 Trainer Certification. As the owner and operator of a successful gym for seven years, I gained extensive experience in coaching, leadership, and helping individuals achieve their personal goals. These experiences reinforced my belief in the importance of discipline, consistency, and education—principles I now apply to financial advising.

Specialization

I specialize in simplifying financial concepts and strategies so clients can feel confident in their decisions. My background spans technology, finance, and fitness, giving me a well-rounded perspective on how disciplined planning impacts every area of life. Whether providing hourly financial guidance or long-term investment management, my focus is on clarity, trust, and helping clients build sustainable financial well-being.

Who I Help

I work with individuals and families who want straightforward, affordable financial guidance. Whether you are just starting your financial journey, planning for retirement, or looking for clarity in managing investments, my services are designed for those who value simplicity, education, and transparency. I particularly enjoy working with people who want to understand the “why” behind their financial plan, not just be handed a set of recommendations.

How I Do It

My approach is grounded in education and collaboration. I take complex financial topics and break them down into clear, actionable steps tailored to your situation. Whether through hourly financial planning or ongoing investment management, I focus on helping you understand your options and make confident decisions. Every recommendation is delivered with a fiduciary duty—always acting in your best interest.

What's in It for You

With my guidance, you gain clarity, confidence, and control over your financial future. Instead of feeling overwhelmed by complicated strategies or high-cost structures, you receive advice that is simple, practical, and cost-effective. You will walk away with not only a plan but also the knowledge to make better financial decisions for years to come—empowering you to focus on what matters most in your life.