Experience

Throughout my career as a Financial Advisor I have had the privilege of helping my clients create, plan, and execute a personalized strategy to achieve their retirement goals. I believe that taking a team approach to guiding our clients produces the best results. The WSJ Group emphasizes asset allocation and total portfolio management with a focus on retirement income planning. 

My wife and I live in Missoula, MT with our four daughters and enjoy the outdoors, especially camping and fishing during the summer months. I am an active member of my church and community. I attended the University of Montana where I graduated with a B.S. in Business Administration. 

I serve as a Financial Advisor in the Global Wealth Management Division of UBS Financial Services Incorporated. I am a partner of the WSJ Group which brings over 40 years of financial expertise to our clients.

My team provides a holistic approach focusing on planning, asset and liability management. I am committed to our community and serve as a member of Rotary International. My family and I enjoy all that Missoula and Montana have to offer, whether it be time spent on Flathead Lake in the summer or building snow forts with my two girls in the winter.

I am a graduate of the University of Montana with a B.S. degree in Business Administration, emphasis in Finance. Go GRIZ!!! 

I serve as a registered client service associate for the WSJ Group. I am from a small farming community in central Minnesota. Before joining UBS, I enjoyed a successful career in the beverage and hospitality industry in Las Vegas for nearly 20 years.

Considering that providing exceptional, individualized service is fundamental to creating successful and long-lasting partnerships, it’s no wonder I gravitated to the client service associate role since that has always been one of my most visible strengths throughout my career. 

Hard-working and ethically grounded, my natural proactive and caring personality shines while enthusiastically serving all our clients’ needs, no matter how small or large they may be. My attention to detail and never-ending willingness to take initiative is invaluable as I assist clients in accomplishing their goals. 

I recently moved to Missoula, MT to better assist the team. I enjoy hiking, kayaking, and being outdoors with my dog, Rocky. I attended the University of Minnesota in Moorhead for business administration.