Independent Branch Leader and Financial Consultant
Retirement Planning, Investment Management, Financial Planning for Women
I’ve worked for over 15 years in the financial industry providing financial advice for women and families. My leadership roles include being the treasurer of the Bozeman Business and Professional Women and a board member for the Bozeman Area Community Foundation. I am also a participant in the D.A. Davidson & Co. Women’s Financial Advisor Network and a CFP Board Women’s Initiative Advocate.
How I Want to Participate in PowerHouse
I want to participate in Powerhouse by mentoring and connecting with other powerful women across the state that are looking to grow and succeed in their personal and professional lives.