Experience

Throughout my career as a Financial Advisor I have had the privilege of helping my clients create, plan, and execute a personalized strategy to achieve their retirement goals. I believe that taking a team approach to guiding our clients produces the best results. The WSJ Group emphasizes asset allocation and total portfolio management with a focus on retirement income planning. 

I live in Missoula, MT with my four daughters and enjoy the outdoors, especially camping and fishing during the summer months. I am an active member of my church and community. I attended the University of Montana where I graduated with a B.S. in Business Administration. 

I serve as a Financial Advisor in the Global Wealth Management Division of UBS Financial Services Incorporated. As a partner of the WSJ Group, I bring more than 40 years of financial expertise with a commitment to helping clients pursue their long-term goals through thoughtful planning, investment management, and personalized advice.

My team takes a holistic approach; focusing on wealth planning, asset and liability management. I believe strong relationships are built on trust, understanding, and a genuine commitment to the people and communities we serve. 

I am proud to call Missoula, Montana home where my family enjoys all it has to offer. When not in the office, you can find me out on the golf course, enjoying the lake, cheering on the Griz or visiting my daughters who are off in college. 

I am a graduate of the University of Montana with a B.S. degree in Business Administration-emphasis in Finance.

Go Griz!

I serve as a registered client service associate for the WSJ Group. I am from a small farming community in central Minnesota. Before joining UBS, I enjoyed a successful career in the beverage and hospitality industry in Las Vegas for nearly 20 years.

Considering that providing exceptional, individualized service is fundamental to creating successful and long-lasting partnerships, it’s no wonder I gravitated to the client service associate role since that has always been one of my most visible strengths throughout my career. 

Hard-working and ethically grounded, my natural proactive and caring personality shines while enthusiastically serving all our clients’ needs, no matter how small or large they may be. My attention to detail and never-ending willingness to take initiative is invaluable as I assist clients in accomplishing their goals. 

I recently moved to Missoula, MT to better assist the team. I enjoy hiking, kayaking, and being outdoors with my dog, Rocky. I attended the University of Minnesota in Moorhead for business administration.