I was born and raised in rural Montana – my father is a residential general contractor, so whether I liked it or not, I spent many nights, weekends and summers "learning" the construction trade. Though I may not have felt the same back then, I now appreciate the time and hard work spent with my father, and value those great learning experiences I had as a child.

I graduated from Manhattan High School in 2004 and enrolled at Montana State University. I worked construction while I was attending school but had to shift my plans in 2008 when the housing market fell. I moved to Hawaii with my wonderful wife and joined the U.S. Army Reserves in 2009. I graduated in 2012 and was commissioned into the U.S. Army as an Ordinance Officer. I spent the next three years in Fairbanks, AK and received an Honorable Discharge in 2015.

I am very proud of my family, which includes my wife, Nicole, a high school history teacher, and our two wonderful children, ages 2 and 4. I also have extended family in the area who I enjoy spending my free time with.

I work well with individuals from all walks of life but have found that I connect particularly well with educators, active duty and military veterans and individuals in the construction industry. I thoroughly enjoy working with my clients to build the financial life they want.

Focus areas

  • Military Professionals & Veterans
  • Intergenerational Planning
  • Socially Conscious Investing
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners

Office Information

Office Hours

Office Hours
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 02:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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