When people ask me what I love most about my job, I don’t hesitate to tell them it’s the impact that serving as an Edward Jones financial advisor allows me to make — whether that’s in the lives of my clients, in my community or on the vitality of a small business. In fact, that’s why I came back to Edward Jones following a short stint as market president of a local bank; those two years really drove home exactly what makes my job so rewarding.
When a client comes into my office for the first time, I prepare to do a lot of listening. Before we sit down and come up with a strategy, it’s paramount that I understand the “why” that brought them to my office. After nearly two decades in the financial industry and five years as a financial advisor, I’ve seen a lot of “why’s,” from business owners to pre-retirees to those looking to save some money on their taxes. Regardless of their reason, the one thing my clients all have in common is their dedication to long-term investing and seeing their goals come to fruition.
Our office in Bigfork, MT, serves clients across Flathead County and even from out of state. A cornerstone to our success is our branch office administrator, Lydia Peka, whose goal is to provide exemplary customer service that allows us to not only meet their current needs but be proactive in our client care.
Throughout my career, I have always been aware of the amazing impact cooperation and service has on our local community. I have sat on multiple non-profit boards that include Community Action Partnership of NW MT, Flathead Building Association, Big Brothers Big Sisters of Flathead County, Community Land Trust of NW MT and Kalispell peewee baseball.
When I’m not in the office or volunteering, you can find me spending time with my wife, Vanessa, and our two children, Cooper and Ellie. We love being able to raise our children in our home state near to our families, the community we are so involved with and all the outdoor activities at our fingertips.
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Wealth Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
My Personal Interests
- Active Lifestyle
- Community Outreach
- Spending Time with Family
Mailing AddressP O Box 2438
Bigfork, MT 59911
Phone NumberChance Barrett at (406) 837-1013
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