I grew up in Billings, Montana and in 1994, I moved to Bozeman to attend Montana State University. Like so many people in this valley, I fell in love with Bozeman, and decided this was a perfect place to live, work, and start a family. 25 years later, my wife, Sarah, and I with our daughters, Jenna and Kaitlyn, are proud to call Bozeman home.

After graduating from MSU in 1999 with a bachelor's degree in economics, I went to work for a title insurance company as a title officer, knowing that after I had some professional experience, I would make a move into financial services and become a financial advisor. Well, as you've probably experienced in your own life, time goes by pretty fast! Get married, buy a house, have kids and suddenly 10 years have gone by. Sarah and I had been working with an Edward Jones financial advisor for a few years, so I reached out to our financial advisor and it turned out to be one of the best calls I've ever made.

I've spent the last 10 years partnering with families to help them achieve their financial goals by first understanding what's important to them, and then leveraging our tools, technology and established process to build personalized financial strategies. Our ideal clients value professional advice and our "client first" mindset.

Outside the office, I enjoy volunteering with the Bozeman Lions Club, camping, golfing, guitar playing and most of all, watching our two daughters play school and club volleyball.

My branch office administrator, Carmen Orr, is a fantastic business partner, avid horseback rider, doting grandmother and longtime member of the Backcountry Horseman. Carmen enjoys volunteering with numerous organizations in-between her busy schedule.

Together, we are here to serve your unique financial goals and needs.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Charitable Giving
  • Wealth Strategies

My Personal Interests

  • Spending Time with Family
  • Hiking
  • Volunteering
  • Camping
  • Golfing

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

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