Our team’s objective is simple: We focus on understanding our clients' unique personal values and financial needs in order to allow me to create and deliver customized financial solutions. Our process includes identifying and tracking multiple short-term and long-term goals, communicating regularly to deliver timely information, working closely with clients' accountants and attorneys along with our Edward Jones advanced solutions experts and providing competent, comprehensive advice and guidance.

We work with clients across more than 20 states throughout the country including:

- High-net-worth families with complex financial needs
- Serious, long-term individual investors
- Professionals such as attorneys, accountants and engineers
- Healthcare executives and physicians
- Foundations and non-profit organizations
- Small- to medium-sized business owners

I hold a Master of Science in personal financial planning from University of Missouri – Columbia and a Bachelor of Arts in economics and finance from Bethel University. I maintain multiple professional certifications, including the CFP® and AAMS™, which help further my ability to work through complex situations.

I was named among the 2022 Forbes Best-in-State Wealth Advisors ranking.*

I was also named to the 2022 Forbes Next-Gen Best-in-State Wealth Advisors, a list that honors the top advisors in the state. **

Our outstanding branch office administrator, Suzanne Overcast, is dedicated to providing the highest level of professional and personalized service available in our industry. Our dedication and experience allow us to greatly impact our clients throughout their lives and their legacies.

Outside of work, I enjoy spending time with family, golfing and traveling. I am active in several local and national charities, supporting them by consulting on funding strategies, making donations and participating in local fundraising events.

*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.
**2022 Forbes Top Next-Gen Best-in-State Wealth Advisors in Montana, awarded August 2022, research by SHOOK Research, LLC. data as of March 2022. Compensation provided for using, not obtaining, the rating.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • Intergenerational Planning
  • Estate & Legacy Strategies

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

Branch Team

Email Me

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