I’ve devoted my career to helping families find financial peace of mind. As a CFP®, I guide clients through the complexity of income planning, taxes, investments, protection, and legacy decisions — bringing clarity to what can otherwise feel overwhelming. Like a chessboard, every financial move affects another.
Over the years, I’ve seen how a late-life health event can quietly unravel even well-built plans. An extended care need can erode decades of disciplined saving and leave a surviving spouse vulnerable. That’s why at Guided Seasons Wealth Advisors, I integrate retirement income strategy, tax-efficient investment management, long-term care planning, and legacy coordination into one cohesive plan designed to protect both wealth and family.
I’ve served 16 years on the Ammon City Council, including as Council President, and have led the Idaho Estate Planning Council. I’ve also served on the Scholarship Foundation Board of the College of Eastern Idaho and delivered dozens of seminars focused on helping families make wise financial decisions.
Outside of work, I value time with my two grown children and enjoy watching them step confidently into their own lives and careers.


Docere Advisors, LLC
St. George, UT 84770
(435) 500-5370
team@docereadvisors.com
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