I enjoy helping families pursue their important financial goals. Using our established process, we work together to help make sure you stay on track. I focus on really getting to know my clients on a personal level. This helps me understand what is most important to them.

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.

I have become accustomed to hard work and attention to detail. In 2005, I graduated from the Virginia Military Institute earning a degree in international studies with minors in Arabic and history. After serving as an active duty Infantry Officer in the U.S. Army for 10 years with service in Iraq and Afghanistan, we settled into Missoula as a place to raise our family. I am active in serving the community volunteering time with Little League, Cub Scouts and the PTA.

I work well with individuals from all walks of life but have found that I connect particularly well with business owners, active duty and military veterans, and professionals transitioning into retirement. I thoroughly enjoy working with my clients to help build the financial life they want.

Give us a call or stop by the branch – we look forward to seeing you.

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 - 04:00PM
Sat By Appointment Only
Sun Closed

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