CH Retirement Income Planning

As a Client Associate at CH Retirement Income Planning, I bring to the team experience in client services in both manufacturing and financial services industries. I am also attending Utah Valley University as a full-time student in their Personal Financial Planning program, which is rated one of the top ten financial planning programs in the country.

At CH Retirement Income Planning I am responsible for providing administrative and operational support to Financial Advisors. My responsibilities include assisting clients, researching problems, processing account forms, maintaining account records, and preparing client correspondence.

I was born in Sheridan, Wyoming and lived in the small town of Buffalo for the first 8 years of my life. After Wyoming I moved with my family to Utah where I have spent the majority of my life, living in both places has helped me appreciate and love the outdoors, especially the mountains.I enjoy cinema and am an accomplished gamer.