Our team’s objective is simple: We focus on understanding our clients' unique personal values and financial needs in order 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:

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

I hold a Bachelor of Arts in economics and finance from Bethel University. In addition, I maintain multiple professional certifications, including the CFP® and AAMS®, which help further my ability to work through complex situations.

I was named to the 2021 Forbes Top 500 Next-Gen Wealth Advisors, a list that honors the top 500 advisors in the nation born after 1982. More information on this ranking can be found at https://www.forbes.com/top-next-gen-advisors.

Our team includes two outstanding branch office administrators, Chris Grooms and Suzanne Overcast. Chris and Suzanne are 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.

Focus areas

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

Office Information

Office Address

501 1st Ave South Great Falls, MT 59401

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 - 05:00PM
Sat Closed
Sun Closed

Branch Team

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