I began my career as a financial advisor in 2012 and worked for several large wealth management firms. I found that my passion was getting to know my clients and working with them on an ongoing basis, not selling products and moving on to the next buyer.
I launched Retire Sensibly LLC as a fully independent firm in 2018. We are proud to be 100% owned and operated in Idaho. As a CERTIFIED FINANCIAL PLANNER™ practitioner and Retirement Income Certified Professional®, my focus is helping retirement-minded investors stay on track for retirement and avoiding everyone’s greatest fear: running out of money in retirement.