I was born into a family of hard-working small business owners. Growing up in such an entrepreneurial environment, I learned countless business lessons firsthand. Most of all, I learned the value of long-term client relationships and the utmost importance of service to others. I became a financial advisor to serve as a trusted partner to the people I am honored to call my clients. Through the ups and downs of life, they can trust in me for guidance and support.

I take a holistic approach to advising my clients. At the beginning of the relationship, I work tirelessly to understand their values and objectives, and I truly listen to their stories. Once I help my clients define their goals, I use an established process to build customized financial strategies tailored to their unique needs. Once those strategies are in place, I partner with my clients for life to ensure that they stay on track and make adjustments when beneficial.

I am proud to serve a variety of clients, from individual investors to couples planning for retirement to multi-generational families with complex wealth management needs. To better serve my clients, I earned the Chartered Retirement Planning Counselor (CRPC®) professional designation.

In support of Edward Jones, I serve as a Field Trainer. Within the community, I enjoy volunteering my time as a board member for Ronald McDonald House; a committee member for United Way of Yellowstone County; and a coach for girls’ softball. I grew up in Billings and graduated from Montana State University in 2002. My wife, Megan, and I have two daughters and a spoiled golden retriever and corgi. When free time allows, I enjoy skiing, hiking, camping, coaching and helping on the family ranch.

To learn more about how I could help improve your financial life, contact my office today. I look forward to meeting you.

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Insurance & Annuities
  • Charitable Giving

My Personal Interests

  • Camping
  • Skiing
  • Coaching Sports
  • Community Outreach
  • Spending Time with Family

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More