Dedicated to Helping

Individuals and

Businesses Build Their

Financial Futures

 

As a CERTIFIED FINANCIAL PLANNER™ professional and an active member of the Lewiston area community, I am dedicated to helping individuals and businesses build their financial futures.

I started working in the family financial services firm at the age of 10, learning the business from the ground up.  I have been a fully licensed Financial Professional since 2007 and achieved the CFP® certification in 2014.

 To stay abreast of current issues in my field and to develop my professional skills I have regularly attended industry training and certification programs.  I have completed extensive training in the areas of Financial Planning and Retirement Planning.