Hello! Montana roots and professionalism bring me to the forefront of advisors in the Flathead Valley and beyond. Not only am I licensed and qualified to advise on a variety of investment and insurance services, but I'm also a Montana native and a University of Wyoming graduate.
My inspiration for wanting to help people with money started when I was 15. I was fortunate to have financial guidance at an early age that inspired me to invest my earnings from 4-H and FFA into the stock market as a teenager. I saw first-hand the the power of a disciplined approach to investing and the life-changing consequences it can bring; I was able to pay my own way through college and graduate debt free. I am committed to help others make wise decisions with their money that will guide them down paths that can help them achieve their dreams too.
Growing up on a farm and ranch inevitably instills the values of trust, hard work and dedication. Combining these characteristics with proper industry licensing and experience, I've compiled the core tenants that drive how I work with my clients. Whether they have a big goal to fund, are focused on finding clarity for their financial journey, or need help navigating a recent life-changing moment, I've got the knowledge and resources to curate a workable and thriving plan of action for you.
Away from work, I enjoy all things outdoors, especially skiing, running, hiking, fishing and camping. I enjoy spending time with friends, family, and my two dogs, and you can also find me keeping my ties to agriculture by judging livestock shows across Montana in the spring and summer.