Experience

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  Crowley fleck attorneys

  Sept 2009 - Aug 2011

  Associate attorney

  Perform research & writing projects; structure transactions; and perform due diligence. Draft agreements, wills, trusts, entity documents, supporting documents, pleadings, correspondence and memorandums.

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  First interstate bank

  Aug 2011 - May 2012

  Trust specialist

  Manage accounts and client relationships; perform account reviews; attend client meetings; research and prepare memorandums and create client meeting deliverables to carry out fiduciary duties.

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  Ascent private capital management of u.s. bank

  May 2012 - Aug 2022

  Review, analyze, prepare deliverables and give advice on tactical planning issues related to client succession plans, including individual income tax, estate and gift tax, philanthropy and other areas that present opportunities or risk. Work as part of a multi-disciplinary sales team to prepare deliverables focused on wealth strategy (estate planning, tax, trusts, business succession) and financial planning. I also act as a trust officer.

  • Director, Wealth Strategy

    Jun 2015 - Aug 2022

  • Associate Director, Wealth Strategy

    May 2012 - Jun 2015
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  Personal capital

  Oct 2022 - Feb 2023

  Senior estate planning strategist
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  Empower

  Feb 2023 - Nov 2023

  Senior estate planning strategist

  Empower acquired Personal Capital

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  Fidelity investments

  Nov 2023 - now

  Vp, advanced planning