STEAMBOAT INVESTMENT PARTNERS - Key Persons
Job Titles:
- CFP®, CIMA®, Senior Vice President, Financial Advisor, Portfolio Manager, Branch Manager
My focus as a Financial Advisor is on delivering results for my clients that meet their unique goals and needs. My team and I are fully committed to improving our clients' well-being using research-driven, holistic planning methods backed by industry-leading resources.
The true benefit of my career is the opportunity to build meaningful relationships with my clients, many of whom I consider dear friends. In my role as a financial advisor, I enjoy celebrating my clients' life achievements and appreciate my role when I am able to offer them guidance through life's more difficult times. No matter their backgrounds or situations, my clients all appreciate the connection we share and the high level of committed service I provide.
I was born and raised in Sheridan, Wyoming and am proud to call northern Wyoming home. After graduating from Oberlin College with a degree in Economics, I returned to Sheridan to begin my career in the financial services industry. I feel blessed to serve the community and people of Sheridan.
Community service has always been an important part of my life. I currently serve on boards and committees for both St. Peter's Episcopal Church in Sheridan and All Saints Big Sky in Big Sky, Montana. Outside of the office, I enjoy golfing, riding horses, flyfishing, hiking, hunting, and reading.
Job Titles:
- Financial Advisor
- Portfolio Manager
After more than a decade working as a Financial Advisor in Northeast Colorado, my family relocated to my husband's home state of Wyoming. While our family adjusted to many changes from life on the beautiful plains of Colorado to the amazing mountains of Wyoming, it became clear that one thing wasn't changing: my passion for helping individuals and businesses organize, build, preserve, and transfer wealth. I found a home with D.A. Davidson & Co., whose culture and values closely align with my personal investment philosophy.
Job Titles:
- Associate
- Financial Advisor
Finances affect nearly every facet of life, so I focus on holistic financial planning to provide the comprehensive care and attention that financial plans deserve. I strive to provide exceptional client service throughout the entire planning process. From managing cash flow and trades to estate processing, I am consistently focused on the wellbeing and success of my clients.
I cherish the relationships that I have developed over time with my clients. It is incredibly rewarding to help them navigate successfully to retirement and assist them with their complex planning needs. I take great care knowing that the services I provide help not only my clients but also their loved ones. It is truly a blessing to have the opportunity to make such an impact on people's lives.
I began my career in the financial services industry upon graduation from Sheridan College. I currently serve as our teams Associate Financial Advisor. As part of my professional development, I earned the Financial Paraplanner Qualified Professional (FPQP) designation and continue to pursue other credentials that allow me to better address clients' needs. I also hold Series 7, 9, 10, and 66 licenses, which allow me to help clients with a range of securities transactions.
Born and raised in Wyoming, I moved from Douglas to Sheridan to attend Sheridan College and play basketball for the women's basketball team. In recent years, I have served as the President of the Sagebrush PTO, Treasurer of the Sheridan Wrestling Club and coached YMCA soccer and youth basketball. In my free time, I enjoy hiking, fishing, camping, cycling, traveling, reading, and spending time with my husband and our five children.