Here in Montana, we don't live to work; we work to live. We want to provide for our loved ones and enjoy the place we call home. As a financial advisor, that's what I help my clients do.

I am originally from Minnesota and moved to Montana to attend Montana State University. After graduation, I spent several years as a ski patrolman and whitewater raft guide. These experiences helped me develop an understanding of risk and adversity and a knack for teamwork. Today, I incorporate many of those tools into my business to help you achieve your personal and financial goals, whether that be planning for retirement, living in retirement, saving for college or planning your estate.

Throughout my life, helping people has been my priority. It's what I did on the river and the mountain. Ultimately, it's also why I joined Edward Jones. Today, the foundation of my business is helping people live the lives they want.

As your financial advisor, my goal is to help you live a full and intentional life by partnering with you to help grow, protect and distribute your hard-earned wealth the way you've envisioned for yourself and your family.

My established process relies on true partnership. Together, we'll work to identify what is most important to you and to create a plan that helps you accomplish your goals. My mission is to be the trusted partner you can turn to every step of the way.

When I am not working, I am with my family - my young son, Augustus, and wife, Ashley. You can find us on the hill skiing, on the river fishing, out riding our horses or at the farmers market on summer evenings. I love this community, and it is my privilege to serve you and your family.

Focus areas

  • Socially Conscious Investing
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • College Savings
  • Business Retirement Plans
  • Retirement Savings Strategies

Office Information

Office Address

807 Spokane Ave Ste 500 Whitefish, MT 59937

Office Hours

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

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