A little about me:
-Born in Kalispell, Montana
-Aspiring par golfer (one can dream)
-Youngest of four
-Music lover
-Husband and doggy dad
-Food enthusiast
I moved from Kalispell, MT to Hayden, ID in 2008 where I was fortunate enough to meet and marry the love of my life, Tiffany. I have a passion for solving problems and creating investment solutions tailored to you. I also enjoy educating experi
enced investors and those who are just starting out. Financial freedom is possible! Relationships are key, and your enrichment is my focus. I spend time explaining the investment world in terms you can understand, and there are three things I want my clients to walk out of my office knowing:
1. Why I am suggesting a specific investment/strategy
2. What you may expect from it (volatility/return)
3. How much it is going to cost
I just think that makes sense! We are a good fit if you:
-Have long-term goals and are willing to follow an established process to work toward them
-Are willing to share financial information, even if it's not held at Edward Jones, so that we can evaluate your whole financial picture
-Value the relationship that can be developed over time by working together
We fully embrace technology and utilize Zoom for current and prospective client's, locally and afar. I hold my Series 7 and 66 registrations and life, health and long-term care insurance licenses. I am also licensed in multiple states. Theresa and I stand ready to provide you with the highest level of service possible. Trust, honesty and relationships are at the core of what we do. We are honored to have the opportunity to serve you.
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