Building Trusted Relationships with Clients Throughout Montana
I hold securities licenses 7, 63, and 65, and I graduated Summa Cum Laude from Montana State University in just two and a half years, receiving a Bachelor of Science in Finance. Outside of the office, I enjoy spending time with my family and dogs and boating in the summertime. With a passion for real estate, I also enjoy flipping houses.
I have always been interested in the world of finances but it wasn’t until college that I discovered how empowering financial knowledge can be. Without sufficient knowledge of the financial industry, managing personal finances can be daunting for the average person. By understanding your finances and opportunities, I believe you can make informed decisions and feel confident with and in control of your financial future.
Since graduating from college and entering the financial services industry more than 15 years ago, I have dedicated my career to helping individuals, families, and business owners take control of their finances and create solutions for their wealth, health, and life. I combine my service-oriented nature and passion for finance to help my clients pursue their financial goals.
Based in Billings, Montana, I work with clients in my local community, as well as across the state and in the Spokane, Washington area. Whether a client has significant assets to manage or is just starting to accumulate wealth, I have the resources and experience to provide the services that may fit clients’ needs. I invite you to reach out to me to discuss how I can help you develop a long-term financial strategy.