Hi, I'm the CEO, chief financial advisor, and founder of Financial Prosperity, Inc. Since 1986, I live and breathe thorough financial planning and solid investment management for our clients as I believe that a person's financial well-being affects their physical, emotional, and social well-being. When we know we have a solid financial foundation and a detailed roadmap to reach our retirement and other big financial goals, we can relax, enjoy life, and spend more time with the people we love.
I hold an MBA in finance from Westminster College in Salt Lake City, Utah, a B.S. from the University of Utah, and treasure 40 plus years helping many clients retire early with big smiles on their faces.
When I'm not in the office, I enjoy skiing, hiking with my dog, mountain biking, reading, gardening, making jewelry, knitting, and spending time with my family and friends. In the past, I've enjoyed serving as treasurer on various board of directors, to include Park City Women's Business Network and Business of Professional Women in Salt Lake City, conducting various money management workshops for adults and children, and helping found Summit Ski Team in Park City. I'm passionate about helping abused and neglected animals and people that find themselves in hard circumstances, so I regularly donate to various animal welfare organizations both locally and worldwide, and to various organizations that help those less fortunate.