When it comes to choosing a financial advisor, I know my clients have no shortage of options. The products and services offered throughout the industry can seem similar, so our team puts in the work every day to ensure our level of service and dedication to our clients is unmatched. We take a very personal sense of pride in what we do, and we want our clients to feel just as proud in where they invest and who they invest with.

Our team, which includes myself, Lisa Sedgwick, Tara Marsh and Monica Switzer, genuinely enjoys where we live and the clients we serve. We focus on partnering with individual investors, families and businesses with complex retirement and estate considerations. There is no greater satisfaction than telling someone they will be able to retire on time or ahead of schedule because they have done a great job of saving and planning.

We strive to deliver a complete financial strategy for our clients and work closely with their CPAs and attorneys to help ensure detail is covered. We serve investors throughout Central Montana, including Livingston, Bozeman, Billings, and other towns in Park, Gallatin and Yellowstone counties. We also partner with clients in several other states, including Arizona, Washington and Wyoming.

Helping clients successfully navigate their finances is truly a team effort, and I couldn't have possibly found better partners in this business than Lisa, Tara and Monica. As Branch Office Administrators, they provide the highest level of customer service on a daily basis.

Outside the office, my time is focused on my family – my wife, Jenny, is a personal trainer, and our son, Houston, is a high school student. I currently serve as vice president of the Livingston Golf and Country Club, and for 13 years, I've been a part of the Livingston Elks Lodge, a wonderful organization supporting the community and veterans, two things I'm very passionate about.

Focus areas

  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Insurance & Annuities
  • Wealth Strategies
  • Socially Conscious Investing
  • Special Needs Financial Considerations

My Personal Interests

  • Golfing
  • Fishing
  • Bowling

Office Information

Office Hours

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

Additional Hours

  • Web Conferencing

Branch Team

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