As an Edward Jones financial advisor of nearly 25 years, I understand how overwhelming planning for your financial future can seem. I’ve been interested in the markets since buying my first stock at the age of 16, but I know that for many people, learning how, when and what to invest in is intimidating. That’s why I’m so proud to offer accessible financial services broken down into everyday language for our community of Billings.

Whether you’re looking to leave a legacy for your family, retire comfortably or have a different goal, we believe in providing individualized, goal-specific guidance and strategies to each of our investors. Solo investors can have a hard time separating the emotion of providing for the people and things they care about most from the steps they need to take to reach their long-term goals. By educating our clients on how and why the market works the way it does, we can help you keep emotion out of your portfolio and make better decisions for you and your family’s future.

Since joining the firm in 1999, I’ve been passionate about furthering my knowledge and experience to better serve my clients. I hold an AAMS® professional designation and enjoy working alongside my clients’ attorneys, CPAs and other financial professionals. Our clients also get the benefit of current and comprehensive guidance provided by the Edward Jones network of associates and technology.

Branch Office Administrator Charlotte Peterson enjoys getting to know each client that comes into our office, which is located on Grant Road in Billings. Charlotte and I have been teaming up since 2018 to serve clients throughout the western United States, especially those in Montana and Wyoming. Charlotte’s excellent customer service and administrative skills are a real asset to our clients, whether they’re located around the block or in another state.

Call us today at (406) 652-1595 to learn what partnering with our branch team can do for you and your financial goals.