Sally brings nearly 40 years of experience working with clients at different life stages. She's found that meaningful financial guidance is grounded in understanding each client's unique priorities and goals.
A 1981 graduate of Billings Senior High School, she earned her Bachelor of Science in Business Administration from Montana State University Billings. What started as an internship at Dain Bosworth (now RBC Wealth Management) grew into a lasting career with the firm. She's been with the company ever since, holding Series 7, 63, 65, life, and health insurance licenses.
What fuels her commitment today is the same thing that drew her to this work decades ago: genuine care for the people she serves. Sally has witnessed market cycles, industry transformations, and the 2008 crisis. That experience became her advantage- creating confidence knowing she’s been there before and knows the way forward.
Sally's practice spans individuals pursuing their unique goals and institutional clients, including foundations, where she helps implement investment policy statements and establish asset allocation strategies. She collaborates with a team of consultants who provide specialized support in manager selection, due diligence, and portfolio construction.
The privilege of serving families across generations drives everything Sally does. She is married with two adult children and six grandchildren. Community and family anchor her life. Most of her free time is spent at the activities that matter most- ball games, concerts, recitals, and every milestone her grandkids reach.
