Advisor profile

What you can expect when you work with me

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.

Get started
28
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.