My passion for saving for retirement began when I was 20 years old, when I was told about the power of compounding interest. I was fascinated by this and began to read books about the economy, investing, budgeting and saving. Now, I have the opportunity of my lifetime to help others achieve their financial goals. I create tailored solutions to address various needs, including:
• Individual investo
rs who are serious about developing a workable financial strategy, whether just beginning to save for retirement, recently retired or interested in estate considerations.
• High net worth clients who are looking for tax sensitive solutions.
• Small business owners who want to invest through their company or develop a strategy for their personal portfolio. My experience has been in business management. I spent eight years in the hospitality industry and five years in manufacturing. Now, I am thrilled to have a career in which I am so passionate about and be able to help make clients financial dreams a reality. I was born and raised in Livingston, Montana. I love the people of this town and am really looking forward to being more involved in the community. I'm in the process of starting a family and recently married my best friend, my beautiful wife, Alejandra. Together, with my 11-year-old step daughter, Zayla, we have three cats, and a dog. We will soon be purchasing a larger home in anticipation of adding more children to the family in the coming years. I enjoy spending time in the Montana outdoors, camping, hiking and rockhounding. I also love to read, relax with the family, travel or work on projects at home. Wherever you are on your financial journey, it's beneficial to have a guide and an advocate. I'd be honored to be yours.
