Our primary goal is to make sure that every strategy we offer and every solution we recommend is based on what's most important to you. Once we understand your priorities, we can help you identify specific financial goals and develop strategies to help you work toward achieving them, all while providing exceptional service.

I joined Edward Jones as a branch office administrator in 1997 and became a financial advisor in 2006 in the same office and serving the same clients I did as the branch office administrator. I became a limited partner with Edward Jones in 2000 and received the AAMS™ professional designation in 2008. During my career, I have held several regional leadership roles.

My spouse, Brian, and I have been married since May 1985 and we have two daughters. Originally from Great Falls, MT, I have lived in Billings, MT, for over 45 years.

I am an active member of Habitat for Humanity and served on the board for six years. I'm currently on the Family Selection Committee and have participated in several volunteer build days.

I partner with Senior Branch Office Administrator Monica Ascheman, who has been with Edward Jones since February 2002. She is dedicated to providing you with the highest level of service possible.

At Edward Jones, we’re focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals. I would like to help provide the answers to your questions so you can make informed, financially sound decisions.

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Insurance & Annuities
  • Charitable Giving

My Personal Interests

  • Spending Time with Family
  • Golfing
  • Camping
  • Crocheting/Knitting
  • Reading

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Branch Team

Email Me

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