About

June is passionate about having a conversation with families about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services she provides (include but are not limited to retirement planning, looking for ways to make wealth accumulation, college planning, investments, & insurance). A unique combination of a Financial Planner and an Educational Consultant, June not only helps families design the most efficient ways for paying college expenses, including finding scholarship options and applying for them, but she can also illustrate the impact those expenses have on other important financial goals like retirement and financial wellbeing. Even the costliest college affordable is her specialty and she helps families to maximize value and minimize errors in the complex college planning process. June received MBA and BA from Utah State University with Honor.