Financial Adviser

Welcome! I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. I have created this site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, I hope you see the value of working with a skilled professional to pursue your financial goals.

I'm here to help you comprehend the basic concepts of financial management; to help you learn more about who I am; and to give you fast, easy access to market performance data. I hope you take advantage of this resource and visit it often. Be sure to add my site to your list of "favorites" in your Internet browser. I frequently update the information, and I wouldn’t want you to miss any developments in the area of personal finance.

My Story

I have a Ph.D. in Microbiology. I did research on drug resistant Mycobacterium tuberculosis. I spent many hours working in a Biosafety Level 3 (BSL-3) facility. It wasn't the space suit type needed for Ebola (BSL-4), but we handled human pathogens. I enjoyed the research. Then I moved to Boise, ID. I love living in Boise, and there are no opportunities to use my degree. I had to decide what else I wanted to do. I am very analytical, love solving problems, and enjoy finances. I also had a personal experience. My dad was diagnosed with a pituitary brain tumor at age 35. He was lucky and after multiple surgeries and many complications lived to age 61. The brain tumor did eventually kill him. That experience and my dad's wisdom taught me the importance of a strategy. After Dad was diagnosed, he could not purchase more life insurance, which he wanted desperately. My parents did a great job of planning for retirement. They knew life insurance was no longer an option. My goal is to help others strategize and prepare for the "what if". I worked hard to become a Certified Financial Planner™ Practitioner so I am qualified to help you make important financial decisions. I am also a professional cyclist. I enjoy spending hours a week training and traveling on the weekends to race my bike.

They say life doesn't give you anything you can't handle. But that doesn't mean you have to handle it alone. These days, it's more important than ever to make sure you have a financial professional by your side; someone who can help evaluate your needs, assess the current economic landscape and recommend a plan of action that will help protect your family's wealth, lifestyle and dreams for the future. Let's get started - there's no better time than now.


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