Over the last decade as a Financial Advisor, I have had the privilege of helping my clients create, plan and execute a personalized strategy to reach their retirement goals.
I've long realized that taking a team approach to helping our clients creates the best results. The WSJ Group emphasizes asset allocation and total portfolio management with a focus on retirement income planning. I am FINRA-registered and hold Series 7 and 66 securities licenses, as well as licenses for life and health insurance.
I attended the University of Montana, where I graduated with B.S. in Business Administration. 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 Kiwanis International, Estate Planning Council, and serve on my church's finance committee and foundation.
Registered States:
AK, AL, AZ, CA, CO, ID, MO, MT, NC, ND, NJ, NV, OH, OK, OR, SC, TX, UT, WA, WY