LPL Financial Advisor
Greetings, I look forward to meeting you. I’ve spent over a decade building a foundation in the financial industry dating back to my early days as a teller in Florida with institutions such as Regions Bank and Bank of America. Most recently you may have come across my desk up in Missoula, where I have served as a Relationship Banker with Wells Fargo for the past several years. I pride myself on clear and effective communication with my clients so they can have the utmost confidence in all phases of their financial lives. I believe my skill set makes a great addition to the culture and processes instilled with Sagemont Investment Group. My area of expertise will be around providing meaningful purpose and financial confidence amongst my clients as we prepare or embark on retirement.
Having grown up in the beautiful Bitterroot Valley, when I’m not in the office you may find me enjoying the many golf course throughout Montana or traveling down the ski slopes of my youth. I must confess however; the mountains are steeper than I remember. I also enjoy working out at the gym, cornhole competitions or any number of the activities that get me out in this breathtaking countryside of ours.