Broker Check

Everyone has their own unique story built from a lifetime of experiences. Here's mine. No holds barred. 

At an early age I knew what it meant to be financially secure. I spent Idahoan summers with my affluent grandparents at their lake home. They taught me being rich is more than just having money. They were thoughtful, kind and generous. That's what I wanted to be when I grew up.

Let's fast forward a bit. I'd like to think I picked up some of my grandparents' amazing qualities, but my financial situation differed. In my twenties, I made some decisions that would impact me for years to come. I was within two classes of graduating from college - then life happened. I fell in love, got married and started a family. No regrets. But education was put on hold. 

I got divorced with two small children and very quickly married again. Time flew by. I started and ran a couple of small business that allowed me to teach and plan - two of my strong suits - and simultaneously tried to work through another troubled marriage. After receiving a sizeable inheritance from my family, I learned my second husband was accessing funds and hiding finances from me. To add insult to injury, I had to declare bankruptcy after we divorced. I was at an all-time low. 

But enough was enough. At 44, I made the decision go back to school. I wasn’t sure what I was meant to do yet in life, but I prayed that school would guide my path. When I was introduced to financial services, I was immediately intrigued because I’ve always been a numbers person and great planner. But I also thought, why would anyone seek my guidance after what I’d gone through? Interestingly, that is exactly why clients seek my counsel. My unique experience, the thing that I was most vulnerable about, is my super power.  

When I shared with my dad that I had decided to become a financial advisor, he gave me his wholehearted support and approval. That meant the world to me. Four days later he passed away. He left my mother set, but everything was in high-risk securities, which is fine in certain situations, but wasn't lined up with my mother's personal situation and tolerance for risk. Everyone's situation is different. Talk about being in the right profession, with the right experience and training, at the right time. With my licensing and certification as a financial advisor, I was able to create a financial plan that my mother understands - one that is designed to help her face the rest of her life with confidence.

That's my "why". That's my true purpose. Being a financial advisor is a calling. I'm now in a position to help other women – and those who love them - take control of their finances, confidently navigate life's ups and downs and truly bloom where they are planted.

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Footnote: I'm happy to report that I've met the love of my life. Chris and I met on an ice rink playing hockey in 2009 and we've been inseparable every since. We were married in 2014 and have a blended family of three fully-grown humans who are making their mark on the world. One more thing. I did go back to school and just received my designation as a Certified Divorce Financial Analyst. Education is a lifetime investment. My story continues...

Our History

I AM...fiercely loyal and love with my whole heart. 

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Wine tasting with my grandma, aunts and my mom. One of the many things we love to do together.

Our Values

I AM...a somewhat solid hockey player and love to compete.

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Especially with with my husband Chris, and kids, Sarah and Brandon. This was the first tournament in which we all played on the same team.

Our Process

I AM...a lover of nature and the great outdoors.

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I love to fish! But, they aren’t always this big. My amazing friends let me reel this one in on our first trip to Cabo.

"Don't make your past your resume."

- Unknown - 

Our History

I AM...quirky, candid and loud.

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Jerseys for our co-ed Hockey team.  We both can’t be “Clark”.

Our Process

I AM...I am a lover of animals (especially dogs).

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We proudly raise high-quality versatile bird hunting dogs.  My job is to love them. I don’t hunt, that is my husband’s job.

Our Values

I AM: an athlete, adventurer and lover of life.

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Skiing at Grand Targhee in Idaho. I have skied my whole life; my father was an Olympic skier and my grandfather built a ski hill in the 60s that is still in the family today.

Love yourself fiercely, loyally and unapologetically.

- Jen Sincero, American Author - 

Our History

I AM...a protective mamma bear to this crazy family.

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My family is a team. Pictured here with my mom (Judy), my kids (Sarah and Brandon), and my cute husband (Chris). 

Our Process

I AM...holding a beer can below this photo. 

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No judging. I'm on vacation. :) Cabo 2019.

Our Values

I AM...rather stylish and a snappy dresser. J/K.

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Fun tournament that my daughter and I played in. Note the sponsor on the front of these jerseys. Pretty awesome logo, if I say so myself. 

One of the best things you can do to improve the world is to improve yourself.

- Jen Sincero, American Author - 

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