At Edward Jones, we value personal relationships based on a deep understanding of your unique financial needs. We use a solutions-based approach tailored to your individual goals and provide exceptional service.

I joined Edward Jones as a financial advisor in 2003, opening the firm’s third branch office in Great Falls.

I hold the AAMS™ designation from the College for Financial Planning. The AAMS™ designation is awarded to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

My wife, Kathy, and I have two children and five grandchildren. We are blessed to have them all live in Great Falls. We get together for Sunday dinner most every week.

I have served on the Great Falls Chapter of Habitat for Humanity, Quality Life Concepts, Great Falls Public Library Foundation and the Great Falls Chapter of the Grizzly Scholarship Association. I have also been a board member of the state chapter of the Montana Grizzly Scholarship Association.

My branch office administrator, Kayla Olson, joined Edward Jones in 2013, and is dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general. She also supports the community by being involved in the Alzheimer's Association.

We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.

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Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Military Professionals & Veterans

My Personal Interests

  • Spending Time with Family
  • Football
  • Golfing
  • Car Restoration
  • Cooking

Office Information

Office Hours

Office Hours
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Branch Team

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