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

Education

  • BS in Finance from Montana State University, Bozeman, MT in 2020

Awards & recognition

  • Soundview Financial Group, Forbes Best-in-State Wealth Management Teams, 2024

Community participation

American Conservation Coalition

  • Billings Branch President

Interests

I am an avid outdoorsman. In my free time I enjoy skiing, backpacking, hiking, boating, and fishing. Growing up in Montana I've had the perfect backyard to explore all these interests under the big blue sky. On the home front I enjoy experimenting with new recipes, running my Border Collie mix, and have recently taken an interest in gardening.