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Like many, I grew up without being taught how to manage money or plan for the future. My own search for financial guidance—to help my family and build a more secure life—is what sparked my passion and ultimately led me into the world of financial planning.
Right now, I’m navigating the joys and responsibilities of midlife: helping support our family with two kids grown, one is building his career, and one in college, and two still at home; managing my business; helping aging parents manage finances and health plan; and doing my best to stay healthy myself. I know there are many just like me—and I want to empower them to clearly understand their financial options and confidently take control of their future.
I’m grateful to have a supportive husband and four amazing kids by my side on this journey. As an active soccer family, our weekends are often spent on the sidelines cheering on our kids. In my personal time, I like photography—in fact most of the photos on this website are ones I’ve taken. I also love the outdoors—hiking, mountain biking, and soaking up the good weather whenever we can.
I love living in Utah (though I could skip the winters!) and take every chance I get to hike, mountain bike, and enjoy the sunshine.
I began my career in project management, where I discovered how much I enjoy collaborating with others to achieve meaningful goals. Today, I combine those skills with my financial training as a licensed Investment Advisor Representative and insurance agent—and I truly love what I do.
We are committed to serving others first. Every strategy begins with listening and putting our clients' needs at the center.
We do what’s right, not what’s easy. Transparency and honesty guide every conversation and recommendation.
We believe in continual learning and evolving — for ourselves and our clients. Growth fuels confidence and progress.
We are committed to serving others first. Every strategy begins with listening and putting our clients' needs at the center.
Every financial plan begins with listening. We take time to truly understand your values, goals, and concerns before recommending any strategy.
Our mission is to equip clients with clarity and confidence so they feel in control of their financial future.
As a fee-based advisor, our focus is on keeping costs low and providing full transparency.
Annual advisory fee is 1.00%, deducted at 0.25% quarterly from your investment account.
You’ll receive a clear breakdown of fees in your advisory agreement—no surprises.
Fees may be negotiable depending on your portfolio size, services needed, and strategy. In some cases, a flat fee or advice-only model may apply.
Note: Some of our advisors are also licensed insurance agents. In those cases, a commission may be earned on insurance products paid by insurance carriers—but only when it’s the right fit for your needs.
Simple Strategies LLC© 2025 All Rights Reserved. Advisory services are offered through Promontory Financial Planning, a Registered Investment Advisor. The content on this website is for informational and educational purposes only and is not intended as personalized financial, investment, tax, or legal advice. Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. Please consult a qualified financial professional regarding your individual circumstances.
Financial Planning in Utah focused on creating simple strategies to manage your complex life.
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