About Me

“Trust and integrity are two important cornerstones to building long-term relationships.  I seek to incorporate these principles into all of my clients’ relationships, digging deep and learning about their values and priorities.”

I have more than 20 years of investment industry experience and joined Stifel in 2021.  Prior to Stifel, I served in various roles with Morgan Stanley, such as Branch Manager, Family Wealth Advisor, Senior Vice President, and Portfolio Management Director.  Today, I focus on asset management, risk management strategies, customized investment planning, and new business development.  I seek to develop a personal relationship with each of my clients, making it my mission to have a deeper understanding of their values and needs. 

I earned a B.S. from the University of Wyoming and hold Series 7, 9 & 10, 31, 63, and 65 securities licenses.  Active in the community, I have served as a board member for Sheridan Country Club, Whitney Benefits, Forward Sheridan, and the Black Powder Shootout.  In 2017, I graduated from Leadership Wyoming, an organization bringing people together teaching leadership and talking about the issues the state is facing.