Professional

When I was 16, I started investing in penny stocks with my Grandpa Kirby. He told me if we made money, I could pay him back from my earnings, and if we lost money, I had to promise not to tell grandma. This early experience sparked my passion for finance. I have always been a natural "saver" and have a deep love for finance and helping people. That's why I love my work as a wealth manager. My goal is to help each client worry less and live more by implementing a customized financial plan. Education is important to me, and I have worked hard to achieve the CLU®, ChFC®, and RICP® designations. These qualifications ensure that I can handle the technical aspects of financial planning, allowing my clients to focus on what’s most important to them.

Personal

Andrea and I live in Shelley, have been married since 2001, and have 5 children. We are entering the new and unfamiliar territory of having adult children and are excited about their future. Our oldest 2 are out of the house leaving 3 at home. We were surprised to become grandparents in our early 40's and think it's the most wonderful thing. Between running a business, raising a family, and church activity, there's never a dull moment. I am an avid reader and also enjoy snowboarding in the winter, riding my motorcycle in the summer, basketball, and pickleball. Life is very full and rewarding, and I believe in maintaining a balance between professional commitments and personal passions.

Lending a hand in my community.

Helping others and giving back to our community is important to me. I'm very active in my church and other community organizations. My involvement in these organizations not only allows me to give back but also keeps me grounded and informed about the financial education needs of the community, which I integrate into my practice.

Junior Achievement in Eastern Idaho

I am a previous board member of Junior Achievement in Eastern Idaho. They are a non-profit focused on educating children in areas such as financial literacy, workforce readiness, and entrepreneurship. Teaching kids about money and finance is one of my favorite things.

Idaho Innovation Center

I joined as a board member in 2020 and currently chair the board. The Innovation Center's mission is to provide large business resources to small, fledgling companies where entrepreneurs can confidently and aggressively start and grow their small business through collaboration, education, mentoring, and advising.

Greater Idaho Falls Chamber of Commerce

I have been a member of the Greater Idaho Falls Chamber of Commerce for many years and am a Past President.

Here are my areas of expertise

Financial Planning

Wealth Management

Retirement Planning & Income Strategies

Life Insurance Strategies

Disability Planning

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline