I bring a different perspective to my role as a financial advisor. Prior to joining Edward Jones, I spent 15 years serving this nation, and the individuals in it, by joining the Marine Corps, working for the Central Intelligence Agency and finally, working with the Cut Bank Police Department. Along the way, I built a reputation true to my values of honesty, hard work, respect for others and always keeping my word.
The Clients We Best Serve
My typical client is the serious investor who is looking for a partner to help them navigate through major life changes such as retirement, marriage or divorce, planning an efficient estate transfer, supporting their small business or receiving an inheritance. No two cases are the same, and my team and I enjoy taking on the complexities of each scenario.
How We Partner with Our Clients
I take my time to get to know my clients on a deep level before providing any recommendations. Every client in my practice has a financial strategy customized to their unique situation, and that strategy is reviewed regularly. I have a disciplined investment approach with an emphasis on quality and a clear process to help ensure that each client feels understood, in control and ultimately secure with all aspects of their financial life.
Our team includes two outstanding branch office administrators, Andrea Anderson and Alice Simons. Andrea and Alice provide the highest level of professional and personalized service available in our industry.
A Few More Facts
I live in Cut Bank, MT with my wife, daughter and dogs. We love spending time exploring new places, discovering new restaurants and catching a concert whenever we can. I also love to run ever increasing distances, and volunteering in our community has always been a priority for my family.
We would love to hear from you about how Edward Jones can help your reach your individual goals. Please contact me through the branch office at (406) 873-4184.
- Military Professionals & Veterans
- Estate & Legacy Strategies
- Business Retirement Plans
- Wealth Strategies
- Retirement Savings Strategies
- New Investors
Office Address21 South Central
Cut Bank, MT 59427
Mailing AddressPo Box 370
Cut Bank, MT 59427
Phone NumberJosh Simonds at (406) 873-4184
|Mon||07:30AM - 04:30PM|
|Tue||07:30AM - 04:30PM|
|Wed||07:30AM - 04:30PM|
|Thu||07:30AM - 04:30PM|
|Fri||07:30AM - 03:00PM|
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