I have been working in the wealth management industry since 1999, and enjoy being able to connect with the clients to help them realize their financial goals. I believe it is important to have a personal relationship with the clients, as well as having the focus to help clients achieve their objectives.
After working at a wealth management firm in Los Angeles for 11 years, I decided to move to Montana. I started working at Loveless Wealth Management in 2011 and am able to utilize the valuable tools I was taught in Los Angeles, as well as acquiring an entire new skill set here at Loveless Wealth Management.
I am an Investment Advisor Representative and am involved with client account management, trading, research and working as a liaison to Charles Schwab. I achieved the designation of WMCP(r) Wealth Management Certified Professional(r) from The American College of Financial Services in 2021.
In my free time I enjoy reading, gardening, skateboarding, playing with my pups and generally being outdoors here in Big Sky Country.