I was born and raised in a small agricultural town in eastern North Dakota. I started my first business at age 12, raising chickens. Since then, I've worn many hats: small business owner, general contractor, entrepreneur, property manager, coach and doctor. All of these experiences have enriched my life and given me a diverse perspective in my career as a financial advisor. They have woven together my core values of honesty, education, care and service. My wife, Jessica, and our three daughters have called Bozeman home since 2000. In 2019, our family began carving out our own "last best place" on our ranch near Three Forks, and we are filled with gratitude to be living one of our life-long dreams.

The trust I am given by being invited in to my clients' private conversations, life decisions and vulnerable situations is not taken lightly. Simply said, I don't make recommendations I don't or wouldn't do myself. Along with my partners, Renee and Tasha, we serve our clients in everything we do with a people-first mentality. Our team is deeply fulfilled when we see our clients realize their most important goals while feeling safe and secure. It all starts with us understanding what is most important to you and then working together to craft an individualized pathway to get there. It would be my privilege to help you on your journey to fulfill your life-long dreams too.

My Personal Interests

  • Spending Time with Family
  • Hunting
  • Personal Fitness
  • Active Lifestyle

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Branch Team

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