At TrueNorth Wealth, I assist advisors and clients in every stage of the planning process. I help prepare and analyze financial plans, coordinate follow-up items from client meetings, and make sure each step brings clients closer to their goals. My focus is on building strong relationships and ensuring clients feel supported as they work toward the life they’ve envisioned.
I graduated cum laude from Utah Valley University with a degree in Personal Financial Planning and had the privilege of serving as Student Body President — an experience that taught me the value of leadership, collaboration, and community. Before joining TrueNorth, I worked on the executive wealth team at Goldman Sachs in New York. I have since earned the CERTIFIED FINANCIAL PLANNER™ designation.
I love seeing clients reach their goals and knowing that I played a small part in helping them get there. For me, the most rewarding part of this work is watching people gain confidence and peace of mind as their plans come together.
Outside of work, I love golf, watching sports, the outdoors, and spending time with friends. I enjoy traveling, learning about new cultures, and finding ways to serve others — whether that’s close to home or abroad. Two of my favorite experiences were helping build a medical office at an orphanage in Thailand and classrooms in Belize.