Bozeman Office

2055 North 22nd Avenue,

Suite 2A
Bozeman, MT 59718

I have the client—and only the client—in mind.

Let me take this opportunity to briefly introduce myself.

I am a long time Bozeman resident and local business owner. For more than twenty-two years, I have provided a broad range of insurance and financial services.

As an independent broker I work with a number of different carriers, with regard to both individual and group benefits. In fact, I am licensed with more than 40 different insurance companies.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

I would welcome and opportunity to assist with any of your insurance, employer/employee benefits, and/or financial needs during these changing economic times. I am confident we can find a benefit package specifically tailored to your goals.