My team and I seek to make a significant positive impact in our clients' lives. Our focus is to help reduce our clients' stress, anxiety and overall uncertainty of their finances. We use our refined process to help clients quantify their goals then craft a lifetime strategy using the many portfolio tools at our disposal. We enjoy working closely with individuals and families who see value in the advice and guidance we offer. We take pride in making certain our clients have a clear understanding of the risk and tools available to us and any fees or costs involved.
I partner with Senior Branch Office Administrators Kim Mikunda and Brenda Sweeney. Together, Kim and Brenda bring nearly 20 years of experience to the team. Additionally, our team is supported by thousands of home office associates and a suite of advanced technology, so that we can help you reach your long-term financial goals. We welcome the opportunity to work in partnership with our client's trusted tax and legal professionals leveraging their expertise in crafting the most appropriate financial strategies for you and your family.
I grew up on a family farm in Dillon, attended the University of Montana and have been running my Edward Jones office since 2005. My wife, Ashly, and I are blessed with two boys, Austin and Drew. Out of the office, I love to experience everything Montana has to offer while raising our sons.
Focus areas
- Entrepreneurs & Business Owners
- Retirement Income Strategies
- Wealth Strategies
Focus Areas
- Entrepreneurs & Business Owners
- Retirement Income Strategies
- Wealth Strategies
My Personal Interests
- Active Lifestyle
- Farming
- Outdoor Enthusiast
- Spending Time with Family
Personal Interests
- Active Lifestyle
- Farming
- Outdoor Enthusiast
- Spending Time with Family
Office Information
Office Address
134 E Reeder StDillon, MT 59725 opens in a new window
Phone Number
Trent A Cottom at (406) 683-1241Branch Team
- Brenda Sweeney
- Registered Branch Associate
- Kimberly Mikunda
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 04:00PM |
Friday | 08:00AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Monday | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tuesday | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wednesday | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thursday | 08:00AM - 05:00PM |
Fri | 08:00AM - 04:00PM |
Friday | 08:00AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Evenings
- Weekends
Additional Hours
- Evenings
- Weekends
Branch Team
- Brenda Sweeney
- Registered Branch Associate
- Kimberly Mikunda
- Sr. Branch Office Administrator
Branch Team
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