As the owner and president of U.P.  Financial and as an investment advisor representative I feel strongly about my fiduciary responsibility to my clients and always act in their best interest. Having over 25 years of experience in the financial industry, I am committed to helping you plan for retirement, retire and most importantly, stay retired!

I have been a Copper County resident since the late 80’s. I have 4 children; which includes 2 sons, 2 daughters, 1 daughter, my older Ellie works fulltime in the office. I am also blessed with a granddaughter and grandson.

I value relationships with my clients and work very hard to try and help in any way I can, beyond my roles as a financial advisor.