I love what I do. I enjoy helping clients grow, organize, protect and transfer their wealth. We value our relationship and the unique strategies that each one of our clients has in making the most of their financial lives, but more importantly, making the most of their lives! There is a balance, and we work hard in our office to help clients make their dreams and goals come true.
I have been in the financial industry since graduating with an accounting degree. My background has been in banking, finishing up that world as an executive vice president of real estate lending at a local community bank. I have also owned my own mortgage company and have experience being a small business owner. Edward Jones has given me the opportunity to use my experience to understand clients' finances and how to work with them to help solve the different challenges life may bring.
Both my senior branch office administrator, Lynne, and I are very active in the community. I am currently the president of the Second Harvest Food Bank and past president of the Hibbing Noon Rotary Club. Lynne is co-chairing the local Alzheimer's walk and delivers food to seniors who cannot or do not have the ability to leave their homes. We both agree that giving back in our community is important to each of us and those we serve.
My wife, Jennifer, and I are lucky enough to have our oldest daughter close by, and our two youngest go to school at Montana State in Bozeman. When I am not in the office, I enjoy getting out for hikes, fishing, hunting, skiing, snowshoeing, paddle boarding and doing our best to stay healthy. We also have been blessed with a granddaughter. Grandkids are an amazing gift and we are so thankful we get to spend time with her. Jennifer and I look forward to continuing our adventures and making the most of our blessed lives. Thanks for stopping by! I look forward to getting to know you.
- Wealth Strategies
- Entrepreneurs & Business Owners
- Retirement Income Strategies
- Retirement Savings Strategies
- Estate & Legacy Strategies
My Personal Interests
- Community Outreach
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More