Growing up in small-town Montana, I experienced the impact that a lack of financial strategy can have on a family. Defining a long-term strategy is a process that can help people achieve their dreams, and I desire to help equip people for success because of my background. After I graduated with honors in finance from Montana State University in 1993, I researched and interviewed over 40 different financial organizations. I felt Edward Jones was, and is, unmatched. Edward Jones’ process of establishing neighborhood offices, where people live and work, and their partnership culture illuminates their dedication to you: the individual investor. Their focus aligned with mine, and in 1994, I was blessed to start my career as a financial advisor.

A lot has changed in the last 28 years. I married my lovely wife, and now our daughter is an elementary school teacher, and our son works in Phoenix, Arizona. Together, we have explored the outdoors of the Pacific Northwest and become dedicated Gonzaga basketball fans. Thankfully, one thing has not changed. Edward Jones’ commitment to the individual investor remains a priority. I enjoy using an established process to identify goals that are important to you and consistent with your comfort with risk. I help people prepare to retire with dignity, leave a legacy, save for education and be prepared for the unexpected.

My team also consists of two branch office administrators, Julia and Marci, and together, we have a combined 60 years of experience with Edward Jones. We strive to partner with you to make sure you are on track to achieve the goals that are important to you. Please, feel free to give us a call and let’s visit.

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