With a background in applied mathematics and experience as an analyst, I am now a financial advisor who serves serious long-term investors. As such, I know how important it is to understand each of my client’s needs, dreams and goals prior to carefully crafting a properly balanced and diversified strategy to help them achieve those goals.

COMMITMENT TO EXCELLENCE

Whether I am working with an individual or family to develop personalized investment strategies, or with a business owner to design and implement a retirement plan to benefit them and their employees, my clients are my first and only priority.

I decided to join Edward Jones in 2016 because the firm's values so closely align with my own. I know that I can depend on the firm's almost 100 years of knowledge and resources to support my clients the way they desire and deserve. Like me, the firm believes in really listening to our clients. Our 5-step process begins by asking what's important to you and why, and our financial strategies are then custom tailored to your situation.

What I love most about what I do is that every day I get to contribute to the lives of my clients by developing strategies to help them make some of the most important financial decisions of their lives.

ABOUT ME
I have a degree in applied mathematics from UC Berkeley. Prior to Edward Jones, I worked as an analyst for an executive sourcing company, which offered me opportunities to speak with C-level executives about business and finance. Previously, I was a professional baseball player and in my off seasons, I would teach math and tutor. These experiences enabled me to develop a strong work ethic and level of focus that I bring to every client relationship.

A native of a small town in northern California, I now live in Bozeman, MT with my wife, Lauren, and my daughters, Ender and Stevie. Outside of work, I enjoy fatherhood to its fullest, spending time with my wife and partaking in all the outdoors Montana has to offer.

Focus areas

  • Business Retirement Plans
  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 03:00PM
Sat Closed
Sun Closed

Branch Team

Request an Appointment

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