our approach is simple.
we STRIVE TO alleviate the stress and worry FROM MANAGING YOUR WEALTH.
Whether it’s a newly empty nest, marriage, divorce, moving, a big promotion at work, aging parents, selling a business, or starting a new one…change is inevitable.
Let our team with over 100 years of combined financial experience help you pursue your personalized goals.
My goal is to provide quality service that meets or exceeds your expectations. I will help you design and track your ﬁnancial goals, explaining challenges and rewards along the way. I will always act in your best interest and with the greatest of integrity.
I started my career in ﬁnancial services July of 2007. Before working with Montana Wealth Management, I worked with Opportunity Bank of Montana, Rocky Mountain Credit Union, and UBS Wealth Management. I also worked in the life, property, and auto insurance industry with Country Financial and Farmers insurance.
During my career, I have owned my own successful business and been an employee of others. Both helping to mold me to who I am today. This has given me a solid understanding of the ﬁnancial needs of individuals and small businesses alike. I maintain a FINRA Series 7 and 66 securities registrations through LPL Financial as well as life and health insurance licenses.
I started my career in financial planning immediately after graduating from Montana State University in 2014, with a degree in Business Finance. I joined Montana Wealth Management in 2019 after running a solo practice for five years. I enjoy helping people define their financial goals and plan for them in a way that is easy to understand.
I am originally from Chinook, Montana moved to Missoula in 2019 with my wife Marian, our daughter, and our dogs Bernard (Yorkie) and Murphy (French Bulldog).
In my spare time, I enjoy traveling, cooking, concerts, exploring new breweries, and taking advantage of all our great state has to offer.
As an Investment Executive, I am dedicated to helping my clients pursue their financial needs. Whether you are planning for your retirement, saving for your children’s or grandchildren’s education, or looking to grow, preserve, or transfer your wealth, I can help.
In 1987, I graduated from the University of Montana with a degree in Business Administration with a Finance Core, and an Economics Minor. I have been in the financial services field for over 30 years, with the last 13 years dedicated specifically to the Securities Industry.
Away from the office, I enjoy the things that make Montana such a special place – fishing, hiking, and spending time with family and friends. My wife Bridgit and I are parents to three adult children and 2 grandchildren. We also share our lives with 2 pugs – Petunia and Malvin.
I earned my degree in Finance from Carroll College in Helena, Montana and I have been in the financial services industry since 1997. I hold the series 7, 63, and 66 registrations through LPL Financial, as well as a Montana Insurance License. Giving back to the community is important to me as I have been a Lieutenant Governor with Kiwanis, and was previously on the board with Marias Medical Center in Shelby and Great Falls Central Catholic High School here in Great Falls. I have also volunteered as a baseball and wrestling coach. My wife and I live in Great Falls and we have two children.
For over 23 years I have helped my clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. As an advisor, I make a commitment to my clients to follow a refined process because I believe this is the foundation to building a successful, long-term relationship. I work with qualified individuals, families, and businesses to provide integrated wealth management and planning services. Integrity, objective advice, attention to detail, and unwavering commitment to the well being of my clients are the hallmarks of my service process.
Client Care Associate
As one of the newest members to the Montana Wealth Management team, I am eager to begin my career in financial services and helping people reach their financial goals.
I graduated from Montana State University in 2019 with a bachelor’s degree in Business Finance and a minor in Economics.
My career in finance began with Opportunity Bank of Montana in 2019 as a part of the commercial lending team in Bozeman. While working with the bank, I discovered my interest in financial services. I worked in close proximity to the Montana Wealth Management advisors and team and have now joined them as a client care associate.
Prior to living in Bozeman, I grew up in Billings, Montana. My hobbies are that of the average Bozemanite. I enjoy the outdoors of the region, primarily hiking and fishing. I also enjoy indoor activities, such as Bozeman’s many local breweries and experiencing all that the city offers.
COMPLEX INVESTING MADE SIMPLE.
The representative(s) associated with this site may discuss and/or transact business with residents of AK, AL, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, MA, ME, MI, MN, MO, MT, NC, ND, NE, NM, NV, NY, OH, OR, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY.
1455 West Oak St.
Bozeman, MT 59715
1400 Prospect Ave.
Helena, MT 59601
1821 South Ave West
Missoula, MT 59801
Great Falls, MT 59405
1112 Shiloh Crossings Blvd
Billings, MT 59102