What are your goals and values? What worries keep you up at night? Specializing in retirement planning and tax analysis, I will work with you to customize financial strategies that reflect your goals and values. I am passionate about empowering people to save for retirement and pursue their financial dreams. I have been told that my passion shows in my ability to effectively communicate on all levels. Simplifying a complex concept and bringing new understanding is rewarding to me. No matter what your financial goals are, I will build a financial plan around the things that you care about. My goal is to help you reach a place where you feel like you have enough for yourself – and to share. My family and I love living in Montana and enjoy supporting philanthropic causes. I understand that life is about those things that bring you joy and doing more with what you have.