Advisor profile

What you can expect when you work with me

My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Cash Flow Management Strategies

Education

  • Montana State University, B.S. Sociology, (Bozeman, MT)

Community participation

  • Volunteer for Cascade County 4-H, a Youth and Leadership Development Program - "Making the Best Better."
  • Volunteer Deputy Sheriff with Cascade County Sheriff/Coroner's Office - Assisting with local Law Enforcement to maintain a safe community.

Interests

  • Spending time with my family.
  • Volunteering in my community.
  • Hunting and Fishing.