My blogs

Blogs I follow

Gender	Female
Industry	Business Services
Occupation	Wealth Manager & Financial Consultant
Location	Salt Lake City, UT, United States
Introduction	With over 25 years of business experience, receiving my MBA, and completing licensing and certifications in financial planning and investments, I offer a broad scope of knowledge and experience to my clients. I enjoy working with a diverse client base who appreciates having a professional guide and help them reach their financial goals. What I’ve found is that wealth and financial independence is defined differently by every person I meet. As a wealth manager and financial consultant, I work one-on-one with small business owners, individuals, couples and partners so they can make sound financial decisions that align with their current and long-term objectives. Whether you’re looking for investment strategies, retirement income, funding for your child’s education, tax strategies as a business owner, or updating your estate planning, I can work with you on your terms. As an independent financial professional, I have access to a broad range of products and services including: brokerage services, life insurance, annuities, unit investment trusts, oil and gas programs and REITs (real estate investment trusts).