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.

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

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 (8), Jase (6) 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, I have been a varsity football coach at Glacier High. I also serve on the board of the Wolfpack Football Club. More recently, I created the Lone Wolf Scholarship, a scholarship for kids who overcome adversity and desire to create a better life.

I have two Branch Office Administrators, Dannelle Kraude and Alissa Lewis. Dannelle has eight 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 are dedicated to providing you with the highest level of service possible.

*2022 Forbes Best-in-State Wealth Advisors for Montana, awarded April 2022, research by SHOOK Research, LLC. Data as of June 2021. 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
WeekdayAvailability
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

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More