I'm often asked how, after 24 years as an Edward Jones financial advisor, I'm at my desk most mornings by 6 a.m. The answer is my "Why." It's for my clients and my family. They deserve the best from me and that demands time and dedication. I'm incredibly passionate about what I do and who I serve. I focus on helping successful families and individuals achieve their financial goals, using an established process to determine what is most important to them, tailoring a strategy specific to their goals and partnering with them throughout their lifetime to help keep them on track.

I earned my degree in finance with a minor in management from Minnesota State University, Mankato in 1999 and immediately started my career with Edward Jones. I became a limited partner in 2007 and have been selected to attend the Managing Partner's Conference, an honor reserved for the top 400 Edward Jones financial advisors, in 2018-2020. In 2019, Barron's named me to their list of "America's Top 1200 Financial Advisors,"* a first among Edward Jones financial advisors in Montana. Beginning in 2021, my branch was selected to attend the Drucker Council three consecutive years. This Edward Jones recognition event celebrates its highest performing branches. In 2023, I was named to the Forbes' ranking of "Best-in-State Wealth Advisors"**for the second consecutive year. I am living proof that if you love your work, you never work a day in your life.

My family is my other "Why." I married the love of my life and best friend, Anna, 19 years ago. We spend our time together enjoying the sporting endeavors of our three amazing children and all that the Montana outdoors offer. Above all, we love traveling together as a family.

*Barron's Top 1,200 Financial Advisors in 2019, awarded February or March each year, data as of September of the prior year. Compensation provided for using, not obtaining, the rating.

**Forbes Best-In-State Wealth Advisors in Montana in 2022 and 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

  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Wealth Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Insurance & Annuities

My Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Coaching Sports
  • Hunting
  • Fishing

Office Information

Office Hours

Office Hours
Mon 07:00AM - 05:00PM
Tue 07:00AM - 05:00PM
Wed 07:00AM - 05:00PM
Thu 07:00AM - 05:00PM
Fri 07:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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