I have been involved in the securities industry since 2001 and began my career with a prominent regional brokerage firm. In October of 2005, I joined Raymond James Financial Services firm; evolving and growing my practice into what it is today, Next Level Financial Planning.
As a managing member of Next Level, I continue my pursuit of excellence and client satisfaction. Upon determining a client’s specific financial goals and objectives, as well as assessing risk tolerance, I will develop a comprehensive strategy tailored to help meet the client’s individual needs. Through outstanding service and a reputation for professionalism and integrity, I have built a solid client base and expanded my business.
The most important thing in my life is connection. My family and I are lifelong Idahoans and feel connected to the people and places that call Idaho home. When I am not in the office you can likely catch me enjoying what Idaho has to offer. My family and I enjoy skiing the slopes and rafting the rivers in the summer. It is there that I find inspiration and connection.
I finished my education at Arizona State University and Brigham Young University-Idaho where I earned a degree in Political Science and Accounting. I have always taken an active role in the community; I am a past president of the Boise Bench Lion’s Club, and served as a board member for Idaho Arts Charter School, The Mary Haven House of Idaho, and the Small Business Development Council. I have also performed in over a dozen community musical theater performances. I am also a former adult education instructor for Boise Community Education and have written several articles for regional business magazines and newspapers.
Three words that describe me: Attentive, Adventurous, Empathetic
What I am happiest doing when I’m not working: Spending time with my family on the river
Favorite Band: Houndmouth
Favorite Vacation: River floats or beach days with warm weather
Raymond James is not affiliated with the above organizations and/or charitable causes.