My parents owned a sheep ranch, and I grew up in the picturesque small town of Buffalo, Wyoming. It was a great place to grow up and I continue to have close ties to Wyoming through family and friends. Anyone associated with ranching and farming knows that work can be seven days a week. I pride myself on my work ethic. I know, as a financial advisor, how important my work is to the families and individuals I serve. I was the first person in my family to graduate from college and did so with scholarships and work study. I understand how hard families have worked to be able to invest their savings. My Branch Office Administrator, Shawna Wegner, also deeply cares about the success and well-being of all the families and individuals we serve.

I have lived in Billings for many years and am grateful that I live in such a solid community. I believe it's very important to give back to the community. I have been a member of Zonta Club of Billings for 25 years. Zonta has undertaken many projects to support women and girls in Billings and the surrounding area, such as giving financial and in-kind support to battered women, runaway teens and Missing and Murdered Indigenous People.

I was a lawyer prior to becoming a financial advisor and I'm proud to hold my AAMS™ professional certification, which requires that I stay up to date on investment theory and ethics. While my office is in Billings, together with Shawna, we serve a select number of families and individuals all over the country. We provide tailored strategies based on the unique needs and goals of each family and individual. Our objective is to know what's important to our clients and partner with them to help make sure those goals are met. In consultation with your CPA and attorney, the support of the thousands of people in our home office and our advanced technology, we help ensure you receive the most current and comprehensive guidance. We take pride in making the complex simple, so that you feel understood, informed, secure and in control of your future.

I'm married to the love of my life and best friend, Ron. We enjoy spending time with his son, Sam. We love the Montana outdoors, so we hike and fish in the area. We love to travel and experience new things.

Focus areas

  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Divorce Finances
  • Insurance & Annuities

My Personal Interests

  • Hiking
  • Walking
  • Movies & Entertainment
  • Traveling
  • Yoga

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing
Email Me

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