Private Wealth Adviso
Since 2001, I have been an advisor with Inventa Wealth Advisors, based in Salt Lake City, Utah. I specialize in comprehensive financial planning and hold credentials such as Certified Financial Planner (CFP®), Accredited Portfolio Management Advisor (APMA®), and Certified Divorce Financial Analyst (CDFA®). Additionally, I have also trained in mediation and collaborative practice. After going through my own divorce, I knew I wanted to help others take the mystery out of money and help couples transition with dignity and respect. In my free time, I enjoy hiking in Moab and spending time with my 1-year-old son, Knox, an avid basketball player and future NBA star. 😉.