In 2004, I began my career with Edward Jones as a financial advisor serving the Billings community. In 2008, we moved our office to its current location in the heart of downtown Billings.

I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.

Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made.

But we're not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.

I have been active in the Billings community for many years. I am a very active member in several organizations, including the Billings Chamber of Commerce. I am past president of the MSUB alumni association and past president of the Billings downtown Rotary Club, and I currently serve as the vice president of the Billings Depot Board.

Our branch office team, comprised of myself, Caitlin, Christian and Jessica, is dedicated to providing you with the highest level of service possible. We strive to provide you with highly personalized service, aligning all aspects of our business to better understand and meet our clients' needs.