Connie began her career in the late 1980's in the financial industry. She knew this was her passion so while working, she studied and graduated from Boise State University with a BS in Finance.
Her career started at a small investment management firm, First Security Investment Management. She later moved to the State of Idaho Endowment Fund managing a portion of their assets for over 12 years. After that, she spent some time working for a national brokerage firm and in 2012, decided to achieve one of her goals of opening her own investment firm, River Valley Financial Services. She then partnered with Joan McClune and Dave Saunders at Castlebury Financial Advisors, now FSM Wealth. She enjoys helping her clients define, work toward and ultimately benefit from their financial goals.
She holds the FINRA Series 7 (General Securities), 63 (Uniform Securities Agent State Law) and 65 (Uniform Investment Adviser Law) licenses and is registered with Kestra Investment Services, LLC as a Registered Representative and with Kestra Advisory Services, LLC as an Investment Advisor Representative, along with being insurance licensed for life insurance and annuities.
Connie and her husband, Clint, live in Boise. Her spare time is spent generally outdoors enjoying sports like snowmobiling, skiing, hiking and bike riding on the Green Belt.