Financial Advisor
.Tax Efficient Planning
Retirement Planning
Whether you're approaching retirement, already retired, or simply wondering if you're making the right financial decisions, let's take a look at where you are, where you want to go, and the opportunities you may be missing.
As a Financial Advisor with Thrivent, I help individuals and families bring the pieces of their financial lives together, from retirement and investments to insurance, tax-efficient strategies and estate planning considerations. My approach is straightforward: understand what matters most to you, develop a thoughtful strategy, and make the next steps clear and actionable.
With BFA™, ChFC®, MBA and RICP® credentials, I bring a comprehensive perspective to financial planning, with a particular focus on helping clients prepare for and navigate retirement.
My ideal client isn't defined simply by an account balance. It's someone who values thoughtful advice, wants to make good financial decisions, and appreciates having a trusted advisor who will take the time to understand the bigger picture.
I especially enjoy working with individuals and couples who are:
- Within 5–10 years of retirement and want to know whether they're truly prepared
- Recently retired and facing decisions about retirement income, Social Security, investments, taxes and RMDs
- Successful professionals or business owners who have accumulated assets but want a more coordinated financial strategy
- Navigating a major life transition, such as retirement, inheritance, loss of a spouse, sale of a business or career change
- Interested in reducing lifetime taxes, not simply this year's tax bill
- Looking for an advisor relationship built around education, trust and ongoing planning
Know someone I should meet?
A great referral for me is often someone who says:
“I think I'm in pretty good shape for retirement, but I want someone to look at everything and tell me what I might be missing.”
Or:
“I've done a good job saving, but I'm not sure I have a strategy for turning what I've accumulated into retirement income.”
If someone comes to mind, an introduction is always appreciated; there is never an obligation; and I'm happy to have an initial conversation and see if we're a good fit.
I grew up on a cattle ranch and farm near Circle, Montana, homesteaded by my great-grandfather in 1909. After graduating from Montana State University, I moved to Helena and spent 22 years in technology, creating innovative solutions and leading software teams, including work at Stanford Research Institute (SRI) and later at SoFi during its pre-IPO fintech growth.
Today, I bring that same analytical and problem-solving mindset to financial planning. I particularly enjoy taking complicated financial decisions and making them easier to understand and act on.
Faith & Family, Honesty & Integrity, Education, and Humor are the values that guide both my life and my work.
Helena is home for my wife, Shannon, and me. Outside of work, I enjoy spending time with family, traveling, hiking Mount Helena with our dogs, boating and camping at Canyon Ferry, kayaking Montana's rivers, and getting back to the family farm whenever I can.
Staying involved in the Helena community is important to me. My involvement has included:
- Biz to Biz Helena
- Our Redeemer's Lutheran Church
- City of Gold Toastmasters
- Helena Lions Club
- Hometown Helena
- Leadership Montana
- Leadership Helena
ChFC® | RICP® | BFA™ | MBA | B.S. Computer Science, Montana State University
FINRA Series 7 and 66 | Life and Health Insurance Licenses
Photos
- Recording my first radio ad
- Family Christmas photo
- My son Bridger fishing
- My son Eli starting his business
- Masters of Business Administration/Management, University of Phoenix
- Bachelors of Computer and Information Science, Montana State University
- Masters in Business Administration
- Chartered Financial Consultant®
- Retirement Income Certified Professional®
- Behavioral Financial Advisor™
- Series 7 - General Securities Representative
- Securities Industry Essentials
- Arizona
- California(Insurance Lic. #4044379)
- Colorado
- Idaho
- Montana
- Nevada
- Oregon
- Washington
Insights
A Multi-Year Guarantee Annuity™ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty.
Reach out if you'd like to discuss whether this type of solution could help support your retirement goals.
For additional interest rates and other important information: https://bit.ly/4fIaSQk
See thrivent.com/social for important disclosures.
Big news: $605 million is going back to Thrivent clients with membership in 2027 in the form of dividends and nonguaranteed policy enhancements. 🎉
Our consistent ability to provide this total payout reflects our company's long-term financial strength and stability.
Delivering value to clients is one of the most tangible ways we fulfill our purpose and member-owned advantage.
Learn more: https://bit.ly/4z4ieF3
Dividends are not guaranteed and are exclusively available on eligible Thrivent products. Policy enhancements refer to improvements in nonguaranteed policy features such as future credited rates or fees. These enhancements are not guaranteed in the future.
Including a donation in your will or estate plan can help you make a lasting difference for the causes you care about. From designating a nonprofit as a beneficiary to making a bequest or establishing a trust, there are a variety of flexible ways to give—and potential tax benefits too.
Explore your options for donating through your will: https://bit.ly/4nkZ47d
Office location
Helena Location
2600 Winne Ave., Suite B
Helena, MT 59601
Phone406-459-3939Fax406-442-6999HoursHelena, MT 59601
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations