Having worked in the financial services industry since 2013, I have provided advice to clients during a multitude of life changes, complex investment situations and ever-changing market conditions. My goal is to assist my clients so that they feel reassured, informed and in control of financial matters and to help them clarify their life goals. I feel called to serve my clients, taking care of details that are often overlooked and ensuring that I understand their complex needs.
Prior to joining Edward Jones, I spent six years as a retirement plan consultant. As a result, I've learned the industry from the ground up. Our branch focuses on employer retirement plans such as 401(k)s, 403(b)s, 457, Cash Balance and ESOP Pension Plans. I also understand the intricacies of helping clients that participate in these plans prepare for their financial future.
I graduated from Whitworth University with cum laude honors. During my years at Whitworth, I was a 4-year starter for Whitworth Soccer and earned All-Conference honors and Academic All Region honors. I was also named to the 2006 ESPN "All District 8 Team".
My wife, Jody, and I returned from Washington to begin my career with Edward Jones and to start and raise our family in the Montana lifestyle. As a 4th generation Flathead Valley resident, I wanted to afford our children the opportunity to grow up here, as generations of my family have done. Our daughter, Cosley, was born with some special needs, adding obstacles to all our lives. Seeking medical, legal and benefit advice from a myriad of professionals for our daughter, I've discovered a need to serve those who can't advocate for themselves. As a result, we are prepared to help those who may benefit from a Special Needs Trusts.
Everyone is unique, I enjoy getting to know each client, using my unique skill set to discover what's important to them. Together, we build a strategy to help them realize their goals and dreams.
- Business Retirement Plans
- Charitable Giving
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Intergenerational Planning
- Insurance & Annuities
Phone NumberKevin Bostock at (406) 755-0793
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