I was fortunate to find Edward Jones during my senior year in college. As a principal and financial advisor in Sidney, MT, I partner with individual investors to help meet their long-term financial goals. Since 2012, I've also been a region leader. In this role, I am responsible for the growth, health and development of leadership talent of more than 60 branch teams located throughout North Dakota and Sidney, MT.

I began my career as an Edward Jones financial advisor in 2000 in West Fargo, ND. Two years later, I assumed responsibility for a branch office in Sidney. Here in Sidney with my wife, Bobbi Jo, we are raising our four children: Owen, Alexa, Eli and Oaklee.

Our team of Sue Duffey, Ashley Anvik, Ashley Volkman, Janelle Jensen and I will work to create goals-based, client-centric relationships while embracing the firm’s rich history of volunteerism. Our team and I also help other financial advisors in our communities and region expand and enhance their businesses by serving in difference leadership roles.

I'm a former rodeo bullfighter and native of Fullerton, ND. My family and I enjoy spending time on the ranch, exploring the outdoors, bowhunting, back country hiking, snow skiing and anything else outdoors. Over the years, my wife and I have volunteered with multiple community, school and church organizations. We look forward to working with you to help make sure retirement looks just as you've dreamed.

I was named among the 2022 Forbes Best-in-State Wealth Advisors ranking. [Source: Forbes.com -- April 2022; data as of 6/30/21]

Focus areas

  • Business Retirement Plans
  • Divorce Finances
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Charitable Giving

My Personal Interests

  • Active Lifestyle
  • Coaching Sports
  • Hiking
  • Mountain Biking
  • Spending Time with Family

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 Closed
Sun Closed

Branch Team

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