Before launching Upland Private Wealth in 2022 as an independent advisory firm, I served as a Financial Advisor with Edward Jones for more than 12 years. During that time, I earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in order to better serve my clients.Using a disciplined process, I build personalized financial strategies for my clients that are designed to help them achieve their individual financial goals. I take the time to truly listen to my clients and construct measurable objectives tailored to their circumstances and aspirations. Once the strategies are implemented, I maintain consistent contact with my clients to inform them of any developments and address any needs or changes in their situations. In order to provide a comprehensive service, I regularly collaborate with each client’s CPA, attorney and other professionals.I am proud to serve a wide variety of clients whose goals range from growing wealth to saving for higher education expenses to planning and living a successful retirement. I regularly work with multigenerational families to develop unique strategies of wealth transfer. Many of my clients are also business owners with whom I create strategies to help with business succession, asset growth and tax reduction.As a dedicated financial partner, I work tirelessly to help my clients achieve their goals. I empower them to feel engaged and in control of their personal finances. For me, there is no greater joy than helping a client find confidence and freedom in their financial future.I earned a Bachelor’s of Business Administration degree at Montana State University-Bozeman, with a focus on Marketing and Economics.Outside of work, I enjoy spending time outdoors with my husband, my toddler daughter and our friends. I especially enjoy skiing, running, golfing and gardening. My interests also include delicious food, wine and travelling.