About Us

My path in financial services started in 2003, right after graduating from Boise State with a degree in Accountancy and Finance. Those early years as an Associate Broker with a regional firm gave me a solid grounding in investment management, but it was the decade spent at a national financial services company that really shaped my approach to comprehensive planning and fiduciary service.

Moving to independence in 2016 changed everything. I am affiliated with a Registered Investment Advisor, which opened the door to serve clients with complete objectivity, free from the constraints that come with larger institutions. Today, I focus on strategic, goals-based planning and innovative investment strategies that include both public and private opportunities for accredited investors.

The CFP® designation represents more than credentials. It's a commitment to the highest ethical and fiduciary standards in personal financial planning.

When not working, you'll find me with my family, on the golf course, mountain biking, or following Formula 1 racing.

Over 20 years in business development, database management, and project management have taught me one thing: the details matter. My degree in Computer Sciences from Gonzaga and Project Management Certification provided the foundation, but the real education comes from solving operational challenges in real time.

My role here is part-time but essential: managing operations-related client issues, supporting relationships as needed, and keeping internal processes running smoothly. It's the behind-the-scenes work that allows everything else to function properly.

I'm originally from Idaho, with stops in Coeur d'Alene and Lake Tahoe along the way. Running used to mean marathons, now it's more about half-marathons and trail runs. Hiking and time outdoors with our two Portuguese Water Dogs, Beckham and Rio, is how most weekends look. But the best time is spent with my husband Bruno, our daughter Adkyn, and the dogs.

I was born and raised in Nampa, Idaho, where I grew up on a farm. That upbringing taught me a strong work ethic, reliability, and an appreciation for building meaningful relationships, values I carry into both my personal and professional life today.

I’ve been with my husband, Nick, for over a decade, and he is a private pilot. Together, we have a 17-year-old stepson. We enjoy spending time in the Idaho mountains, whether snowboarding, riding dirt bikes, or exploring the outdoors. In my free time, I enjoy traveling and exploring new places. I also work as a travel agent on the side, helping others plan memorable trips and experiences.

I bring a strong business mindset and a people-first approach to everything I do. As the owner of OH Photography, I’ve built my business around trust, connection, and creating meaningful experiences for my clients. Capturing important moments and preserving lasting memories has given me a deep understanding of how to truly listen, connect, and serve others.

I’m known for being adaptable, detail-oriented, and results-driven. I take pride in supporting both clients and teams by anticipating needs, staying organized, and ensuring everything runs smoothly behind the scenes. At the core of my work is a passion for helping people. Building lasting relationships and being part of a team that genuinely cares about doing things the right way is what makes this work meaningful to me.

My journey to financial services took an unconventional route. After studying production and operations management at the University of Idaho and earning a master's degree in teaching from Heritage University, I began my career in operations management at Jeld-Wen Door Company, then transitioned to education, both domestically and internationally.

I joined the financial management team at Thrivent Financial in 2009 as a financial advisor, which opened a new chapter. Co-founding Clear Creek Financial Management in 2014 alongside Brian allowed us to streamline operations and refine the planning process in ways that better served clients.

My compliance focus isn't just about regulations. It's about creating systems that protect clients and maintain the integrity of everything we do.

I'm married to Misty, and we have two daughters, Evelyn and Clara.

My career in financial services began in 2006, after earning a degree in business administration and marketing from Pacific Lutheran University. Early roles at Zones, Inc., as an account executive and as a program director at the YMCA, shaped my understanding of client service and organizational leadership.

I joined the group in 2007, focusing on both financial planning and marketing, and learning how the two work together to create better client experiences. Co-founding Clear Creek Financial Management in 2014 was about gaining control over that experience and maximizing opportunities for meaningful outreach.

Life outside of work centers around my wife, Marta, and our four daughters: Anaya, Audrey, Stella, and Halle.

Treats and cuddles are our primary responsibilities, though we're also available for ball games and walks. Office life involves strategic napping and alerting the team to anyone who smells suspicious. Honestly, we'd prefer to be outside near the water, but we'll do what it takes to support IC360 and its clients.