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
WeekdayAvailability
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

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