My pursuit of a career in finance began with my education at Montana State University, graduating in 2006 with highest honors and two bachelor's degrees in finance and economics. Post college, I was recruited to Wall Street to work in investment banking, before being swayed to help recover my family’s old business that had fallen into disrepair. After a successful turnaround and subsequent sale of the business, I was provided the opportunity to pursue my original field of study in finance with Edward Jones. I've spent the better part of the last decade building relationships and stewarding the assets of my clients and their businesses here in the Gallatin Valley.

As a limited partner of the firm, myself and my senior branch office administrator, Norma Bryan, form our in-office team. Our clients enjoy the personalized approach of an office where you know who you’ll be speaking with.

We work through a defined process to help you identify where you are financially and where you would like to be, and then help to determine the best path to achieve the desired results. In addition, we will ask the questions that you might not have known to ask, to be sure that there are no unforeseen risks in your financial goals. At your discretion, we work with your trusted financial professionals – including CPAs and estate attorneys – to ensure that your goals are carried out efficiently in all facets of your personal financial life.

As a native of Bozeman, Montana, I am proud to have called this beautiful place home for the last 40-some years. I'm very happily married to my incredible wife, Andrea, and together, we're raising four wonderful children. When not in the office, I can be found volunteering on various non-profit boards or with my family on the backroads, rivers and streams around Montana fly fishing, hiking, hunting and camping!

I enjoy my job immensely, take great pride in my work and genuinely look forward to the opportunity to earn your trust.

At Your Service

Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Business Retirement Plans
  • Entrepreneurs & Business Owners

My Personal Interests

  • Spending Time with Family
  • Active Lifestyle
  • Fishing
  • Hunting
  • Community Outreach

Office Information

Office Hours

Office Hours
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Branch Team

Email Me

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