Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

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10
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Women's Financial Strategies
  • Domestic Partner Planning
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Retirement Planning Strategies

Education

  • Master of Science, Societal Risk Management, Karlstad University, Sweden
  • Master of Science, Strategic Leadership for Sustainability, Blekinge Techniska Hogskola, Sweden
  • Bachelor of Arts, Political Science, Brigham Young University, Provo, Utah

Previous experience

  • CEO and co-founder, Share Learning Inc, Las Vegas, Nevada, 2013-2014
  • Owner/Operator, Aephoria LLC, Heber City, UT, 2009-2013
  • HR Administrator, Aspiro Adventure, Sandy, Utah, 2011-2013
  • Manager, Warchest LLC, Provo, Ut, 2006-2014

Community participation

Being involved with the community has always been a privilege of mine. The community is sometimes local, national or global. In my local community, I serve on the board for Wowutah.org a for purpose charity that gives women a hand up not a handout by creating a support system of mentors for women who are ready to emerge into the community after living through domestic violence, debilitating illness or drug abuse. I am involved with Junior Achievement, an educational program teaching entrepreneurship to young students as well as Odyssey of the Mind a creative engineering program marrying art and problem solving.

Interests

  • Children - after 31 years of marriage my husband and I have five children and we love to see them grow and learn
  • Books - I am addicted to bookstores and reading. When I am reading, all is well in the world.
  • Empowerment -I love to cheerlead individuals through a challenge that will stretch their imagination and character through learning new skills or daring to climb new obstacles.
  • Painting - I dabble in the arts.
  • Ice hockey - It is the sport of my homeland, Sweden and the love of it has come with me.
  • Learning - I love to learn as is evident from my academic student career spanning 20 years (2x Master Degrees)

My photos

3 albums
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