As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.

In 1999, I began my Edward Jones career in our St. Louis-based headquarters. I opened an office in Helena, MT, in 2000 and transitioned to Bozeman in 2013. I am a limited partner of the firm and have served Edward Jones as a trainer, mentor and coach.

I attended Truman State University and graduated in 1998 with a bachelor's degree in business administration, concentrating in finance and marketing. I earned a Master of Science in personal financial planning from the University of Missouri. I hold the CFP® and ChFC® designations.

Originally from St. Charles, MO, I have lived in Montana since 2000. My spouse, Holly, and I have been married for 20 years and we are the proud parents of five daughters.

My branch office administrators, Kristin Hodges and Lynn Lamberty, have 24 years and 14 years of experience respectively, and are 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. We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • College Savings
  • Charitable Giving

My Personal Interests

  • Spending Time with Family
  • Fishing
  • Golfing
  • Skiing
  • Gardening

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 03:00PM
Sat Closed
Sun Closed

Branch Team

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