Wealth management advising, general investing, children's education planning.
I started in the financial services industry in 1999. I have worked with both investment and various insurance products in the past 20+ years. I currently volunteer on 2 different local boards and participate and support many various other local groups. My hobbies include anything relating to the outdoors. We spend most summer weekends at our family cabin in North Idaho. I have lived in this area all my life and most of my extended family are also deeply rooted in this area.