I am a financial advisor and have earned the Certified Exit Planning Advisor® designation. Edward Jones is a Fortune 500 financial services firm. Our team focuses on understanding our clients' unique personal values and financial needs which allows me to create and deliver customized financial solutions and deep insights into their complete financial picture. Our process includes identifying and tracking multiple short- and long-term goals, proactively communicating to deliver timely information, working closely with clients' accountants and attorneys along with our Edward Jones advanced solutions experts and providing competent, comprehensive advice and guidance.

We work nationwide with a limited number of clients including:

- Serious, long-term individual investors
- High-net-worth families with complex financial needs
- Professionals such as executives, attorneys, accountants and engineers
- Small- to medium-sized business owners

Our team, including Ginny Allen, Branch Office Administrator, is dedicated to providing the highest level of professional and personalized service. Our dedication and experience allow us to greatly impact our clients throughout their lives and their legacies.

I have a B.S. in mechanical engineering from the University of Arizona. Prior to financial advising I spent 10 years developing medical and biosciences technology, leading technical teams and helping foster corporate innovation at W. L. Gore & Associates in Flagstaff, AZ.

When I'm not working, I enjoy spending time traveling and adventuring outdoors here in Montana with my wife Kelly, our three young daughters and our dog Sydney. I'm an avid cyclist, competent trail runner, adequate snowboarder and aspiring bow hunter.

Focus areas

  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Socially Conscious Investing

My Personal Interests

  • Traveling
  • Personal Fitness
  • Mountain Biking
  • Snowboarding
  • Hunting

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 - 12:00PM
Sat Closed
Sun Closed

Branch Team

Email Me

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