I have been a part of the Edward Jones family for the last 14 years, serving as a financial advisor for Great Falls and the surrounding communities. Branch office administrator Laci McGregor joined our team over 11 years ago. During that time, we have built many close relationships with the clients we are privileged to serve.

Our branch team is committed to helping you craft and implement personal financial strategies built around your specific situation and goals. If it’s important to you, it’s important to us.

Our philosophy for the accumulation and protection of wealth is built around several key tenets. We use an established process to identify and document our client’s goals. We seek a deep understanding of each client’s tolerance for market fluctuations. We use a thoughtful and disciplined approach to investment selection. We regularly monitor our client’s progress towards their goals and keep them informed along the way. Our singular purpose is to be good stewards of the dreams we have been trusted to help our clients achieve.

I believe in giving back to the community we call home. I serve on the board of directors for the Children’s Receiving Home, and Eagle Mount, an organization that provides equestrian therapy programs for special needs children. I volunteer as a unified partner for the Special Olympics and organize an annual golf tournament benefiting the Alzheimer’s Association. I also support the Maclean-Cameron Animal Adoption Center and provide short-term respite care for foster children.

My wife, Libbey, and I have been married for 15 years, and we have two school-aged children and two rescue dogs. In my spare time, I enjoy golf, traveling and watching college football.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • College Savings
  • Estate & Legacy Strategies

My Personal Interests

  • Football
  • Golfing
  • Cooking
  • Traveling
  • Spending Time with Family

Office Information

Office Hours

Office Hours
Mon 07:00AM - 04:00PM
Tue 07:00AM - 04:00PM
Wed 07:00AM - 04:00PM
Thu 07:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

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