top of page


I've been with Trutina Financial for almost 12 years. We offer insights, products, and services that enable companies to proactively address challenges and move forward with confidence, balancing competitiveness with bottle line for Healthcare Benefits and 401(k) plans, and much more. 


I began my journey as a member of our Clients Services Team and this has evolved into my current role as Health Benefits Manager and Senior Account Manager. Servicing privately held businesses and working hand-in-hand to help identify the best solutions for my clients.  Navigating efficiencies and successfully guiding clients through the twists and turns of the Affordable Care Act and the increasing costs of healthcare.  


Accreditation: Life and Disability Insurance License, Investment Licenses Series 65, and Accredited Investment Fiduciary.

bottom of page