I am the seventh of nine children and was raised in Red Lodge, Montana. My family owned and operated a retail business and as young as a middle-schooler, I worked in that business serving the retail public. I always loved making a difference in someone's life by attempting to give impeccable service. As I got older, I realized how valuable that passion was, and it served me well as I pursued a career in the financial services industry. I still love to serve and educate my clients and community to harness the power of financial securities to attain many of their life goals.

With over 36 years of industry experience, the last 30 with Edward Jones, I'm proud of the experience I’m able to offer my clients. Along with my gray hair comes a lot of knowledge and confidence that my rookie mistakes are behind me. Still, I push myself to keep learning and growing to better support my clients. I'm proud to hold my CFP® and AAMS™ professional certifications, which require I stay informed on cutting-edge investment theory. Along with the knowledge those designations have given me, I also work hard to employ the long-standing principles of investing to help my clients avoid many of the common mistakes of investing.

Although our practice resides in Billings, MT, we serve clients all around North America. We pride ourselves in offering understandable and complete financial services, tailored to each individual client. Edward Jones sets a high bar in their pursuit of a stringent ethical standard. I believe you can see that dedication to doing what’s right in the kinds of investments we offer, as well as what we won't offer.

Outside of the office, my wife, Jolee, and I love spending time with our five children and five grandchildren. While we rarely turn down opportunities to travel, we especially enjoy exploring the outdoors of our great state of Montana. I’m also proud to be the 2021/2022 President of the Billings Downtown Rotary, whose mission of “Service Above Self” has always resonated with me.

Focus areas

  • Wealth Strategies
  • Portfolio Reviews
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Retirement Income Strategies

My Personal Interests

  • Camping
  • Cycling
  • Outdoor Enthusiast
  • Hunting
  • Traveling

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 - 03:30PM
Sat Closed
Sun Closed

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