Financial Advisor
Portfolio Investment Manager
I moved to Utah from Maryland in July of 2002. We live in the heart of the Rocky Mountains. There are still days when I look around and marvel that people are allowed to live here, it is such a beautiful and diverse place. You can go from alpine mountains to red rock deserts in a matter of hours while the whole time still being in Utah.
The most important people in in the whole world are my family. I recently married the man of my dreams. He is my best friend and makes me laugh more than anyone I have ever known. I am the mother of four wonderful children, two sons and two daughters. They are the precious jewels in my life. We are a close family who enjoy spending time together.
Holidays are big in our life. We are enthusiastic celebrators of many traditional holidays and make up our own events to celebrate with family and friends. It is the love we share with others that makes our lives rich and full.
Professional Details
University of Utah, Salt Lake City, Utah B.A. Communications
Series 7, 66, Life Health Variable, Long-term Care, Corporate Qualified Plans
1987-2001 Financial Advisor
Salt Lake City, Utah
Philadelphia, Pennsylvania
Baltimore, Maryland
2001-2009 Design/Project Manager
Park City, Utah
2010-2011 Account Executive Software
Orem, Utah
2011-Present Financial Advisor
Salt Lake City, Utah