For over 23 years I have helped my clients address their financial concerns and develop sound strategies by focusing on each individual's specific needs. My practice is founded upon making a commitment to my clients to follow a refined process because I believe this is the foundation to building a successful, long-term relationship. I work with qualified individuals, families, and businesses to provide integrated wealth management and planning services. Integrity, attention to detail, and unwavering commitment to the well-being of my clients are the hallmarks of my service process.
I earned my degree in finance from Carroll College in Helena, Montana and I hold the series 7, 63 and 66 registrations through LPL Financial as well as a Montana insurance license. Giving back to the community is important to me. I have been a LT. Governor with Kiwanis, previously served on the board of Marias Medical Center and have volunteered as a wrestling and baseball coach. My wife and I have two children and live in Great Falls where we are active in our children's school and sport activities.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to "Research This Advisor" section above.
OUR APPROACH IS SIMPLE.
WE STRIVE TO ALLEVIATE THE STRESS AND WORRY FROM MANAGING YOUR WEALTH.
Whether it's a newly empty nest, marriage, divorce, moving, a big promotion at work, aging parents, selling a business, or starting a new one - change is inevitable.
Let our team with over 100 years of combined financial experience help you pursue your personalized goals.
General Information |
| Firm Start Year: | 1922 | |
| Insurance License#: | 907570 |
| Work with the following types of clients: | Businesses, Non-Profit Organizations, Individual Investors |
| Advisory Services Provided: | Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Insurance Products & Annuities |
Services |
| Investment Types: | Mutual Funds, Options & Futures, Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks, Bonds, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Email, Our Office, Video Conference, Phone |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Annuity, Life, Variable Annuity, Variable Life, Long Term Care |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | 100,000 |
| Compensation Methods: | Based on Assets, Commissions |
| Fee % Based on Assets: | Tiered |
| Minimum Fee Charged for Managed Accounts: | 1.25 |
| Minimum Fee Charged for Hourly Planning Accounts: | $250 |
Board Positions |
| Organization : | Great Falls Central High School, Great Falls, MT |
| Position : | Finance Council |
| Duration : | 08/20/2020-Present |
Education |
| BA - Finance | Carroll College
- Helena, MT 08/20/1989-06/01/1993 |
Disclosures |
|
WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. LPL ADV 2A https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf Additional Detailed Disclosures |
Disclaimer |
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA / SIPC. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
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