As your Edward Jones branch team, we believe it’s important to invest our time in understanding what you’re working toward before you invest your money. Working closely with you, your CPA, attorney and other professionals, we can help determine the most appropriate financial strategy for you and your family.

My Edward Jones career began in 2009. I have 16 years of experience in the investment industry and earned a Bachelor of Science degree in economics, with a focus in finance, from the Wharton School of Business at the University of Pennsylvania in 2008. In 2015, I became an owner in Edward Jones and a limited partner. I received the AAMS™ professional designation in 2015 and the CFP® certification in 2017. In 2022 and 2023, I was named to the Forbes Best-in-State Wealth Advisors ranking for Montana.*

Being from the Flathead Valley, I moved back to Kalispell after working on Wall Street in New York. My wife, Linden, had just finished her master's degree at Columbia University when we opted to move "home" to the mountains. We have three children, Colt (9), Jase (7) and Faith (5).

While at Penn, I was a three-year starter on the football team and competed four years in discus on the track team. Youth sports have always had a special place in my heart. Since 2011, my focus has been on giving back to the community as a varsity football coach at Glacier High School. I also serve on the board of the Wolfpack Football Club. More recently, with my guidance and leadership, the Lone Wolf Scholarship was created to provide a scholarship for kids who have overcome adversity and had a desire to create a better life.

I have two Branch Office Administrators, Dannelle Kraude and Alissa Lewis. Dannelle has nine years of experience with Edward Jones and previously worked in customer service for the USPS for 34 years. Dannelle also supports the community through her involvement with the Alzheimer’s Association. Alissa joined our team in July 2021 and has lived in the Flathead Valley for over 20 years. She has BA degree in finance and enjoys spending time with her family. They provide you with the highest level of service possible.

*Forbes Best-in-State Wealth Advisors in Montana in 2022-2023, awarded 1st quarter each year, research by Shook Research, Data as of June of prior year. Compensation provided for using, not obtaining, the rating.

Focus areas

  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Retirement Income Strategies

My Personal Interests

  • Fishing
  • Hunting
  • Camping
  • Football
  • Spending Time with Family

Office Information

Office Hours

Office Hours
Mon 07:00AM - 04:00PM
Tue 07:00AM - 04:00PM
Wed 07:00AM - 04:00PM
Thu 07:00AM - 04:00PM
Fri 08:00AM - 12:00PM
Sat Closed
Sun Closed

Branch Team

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