To me, investing is more than an algorithm; it’s about listening to the client to better understand their needs and building a relationship over the long-term. A client’s success is my highest priority; the best way to accomplish this is by forging a partnership built upon trust, mutual honesty and active listening. My goal is simple, for you to succeed. This holistic approach affords me the opportunity to create customized financial strategies around your goals.

I focus on working with families to help them achieve their financial goals through comprehensive wealth strategies which include: retirement planning, trusts, estate considerations, tax strategies, planning for retirement and saving for their children or grandchildren’s education. I will work with you to monitor progress towards your goals and to help keep you on track, making adjustments when appropriate. My main focus is to help protect my client’s futures and that of their families.

One of my most valued assets is my branch office administrator, Alex Marmorato-ogle, who has the unique ability to build relationships with clients and know everything going on in their lives within the first few interactions. She approaches every client with an upbeat, can-do attitude that will leave them with a smile on their face. Our main objective is to create an experience the client will want to share with their friends and family.

I have an amazing and goofy wife, Caitlin, with whom I share the objectively sweetest dog named Rue. If I’m not biking up Pattee Canyon, then you’ll find me volunteering at Toastmasters, cooking Italian family traditional recipes, in the hills Southwest Montana with my bow, enjoying my favorite almond croissant from Le Petit or relaxing in the backyard with my chickens and family.

Focus areas

  • Employee Stock Options
  • Estate & Legacy Strategies
  • Socially Conscious Investing
  • Wealth Strategies
  • Divorce Finances

My Personal Interests

  • Skiing
  • Cycling
  • Cooking
  • Spending Time with Family
  • Traveling

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Branch Team

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