In my career as a financial advisor, I have learned that almost everyone has financial goals and dreams. That being said, most don't have an actual plan to help accomplish those goals and dreams. That's where I come in.

My wife, Jenny, and I have two sons and one daughter: "SJ", Carter and Elizabeth. Jenny and I were both raised right here in Billings and live a pretty simple life. We are passionate about our faith, family and this community.

I am a third-generation financial advisor. My grandpa started in the business back in the 1960s and my father, John, has been a financial advisor since the 1980s. In college, I studied finance and economics. I am currently engaged in extending my education and have earned these designations through the College of Financial Planning:
- CFP®

A part of my team here at Edward Jones is Flyssa Lawson, my branch office administrator. Flyssa has been with the firm for over 10 years now and is dedicated to providing you with the highest level of service possible.

At Edward Jones, we value personal relationships based on a deep understanding of your unique financial needs. We use a solutions-based approach tailored to your individual goals and provide exceptional service. Let me ask you a few questions:

1) What do your finances look like today?
2) Where do you want to be in ten years?
3) Are you on track?
4) Do you have any blind spots?
5) Are you using any advanced tax planning strategies?
6) What are your estate goals?
7) What do you want your legacy to be?

I use an established process to help my clients bring some color and clarity to what can look like a gray and blurry future. Let's partner to give your dreams a plan.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • College Savings
  • Special Needs Financial Considerations

My Personal Interests

  • Spending Time with Family
  • Reading
  • Community Outreach
  • Golfing
  • Sports Enthusiast

Office Information

Office Address

1645 Parkhill Dr Suite 7 Billings, MT 59102

Office Hours

Office Hours
Weekday Availability
Mon 07:00AM - 05:30PM
Tue 07:00AM - 05:30PM
Wed 07:00AM - 05:30PM
Thu 07:00AM - 05:30PM
Fri 07:00AM - 03:00PM
Sat Closed
Sun Closed

Branch Team

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