I like working with individuals on a personal level, to find out what is truly important to them. Once I feel I personally know someone, I'm able to provide options and solutions that best fit their needs. Together, we work through their long term goals, and devise a strategy that is sustainable throughout their life. I work with a range of individuals from those just learning about investing and saving, to entrepreneurs and those with complex needs. Outside of work I enjoy spending time in the great outdoors or giving back to others. Weather permitting, I typically find myself taking long hikes and exploring Glacier National Park and all its wonders. I also spend time on our family ranch near Anaconda, which has been in the family for almost 30 years! While in college I was a part of the Alpha Gamma Rho fraternity which I still dedicate time to today. And when I'm not in my office, I can usually be found in the community helping with local Bigfork and chamber events. Member SIPC.
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