My partner and I seek to make a significant positive impact in our clients' lives. Our focus is to reduce our clients' stress, anxiety and overall uncertainty of their finances. We use a personalized process to help individual clients identify and quantify their goals. Together, we can then build a strategy using the many portfolio and solution tools that are available and suitable. We enjoy working closely with individuals and families who see value in the advice and guidance we offer. We take pride in making certain our clients have a clear understanding of the risk and tools available to us and any fees or costs involved.

Our office team consists of senior branch office administrator Lisa Johnson who has been with me since 2003, and on-call Dawn Marie Taylor since 2018. We also have a network of thousands of home office associates and advanced technology that supports us, so we can help ensure our clients receive the best guidance possible. We welcome the opportunity to work with outside trusted professionals in order to leverage expertise with estate and tax planning needs. When we all work together, we can be sure to implement plans and strategies so that our clients' needs are all taken care of.

I relocated to Montana in 2011 for all of the wonderful beauty and adventure that this gorgeous state had to offer. So, when I am not serving my clients, I am with my wife, Tara, and children enjoying the beauty that surrounds us.

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 - 03:00PM
Sat Closed
Sun Closed

Connect on Social

Branch Team

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More