About Me

I have been helping clients navigate complex financial decisions and evolving market environments since 1999. I currently serve as Senior Vice President/Investments and Portfolio Manager - Solutions Program at Stifel, where I provide comprehensive wealth management strategies tailored to each client’s unique goals and circumstances.

Throughout my career, I have held leadership roles including Branch Manager, Family Wealth Advisor, and Portfolio Management Director. These experiences allow me to offer a broad, strategic perspective that integrates investment management, risk mitigation, and long-term financial planning.

My primary areas of focus include asset management, risk management strategies, and comprehensive wealth planning. I work closely with clients to build and manage customized portfolios, protect wealth through disciplined, risk-aware strategies, and coordinate investment, retirement, and legacy planning for long-term success.

I am deeply rooted in Wyoming and remain actively involved in my community. I have served on several local boards, including Sheridan Country Club, Whitney Benefits, and the Forward Sheridan Board, and I am a graduate of Leadership Wyoming (2017). I was raised in a small rural Wyoming community, where I developed a strong foundation of hard work, integrity, and personal connection values that continue to guide my professional approach today. I earned a Bachelor of Science degree from the University of Wyoming and hold multiple securities licenses, including Series 7, 9 & 10, 63, and 65. Outside the office, I am active in my church and enjoy mentoring youth through coaching basketball and baseball.

The Solutions program requires a minimum investment, which varies by strategy. Ask your Financial Advisor for a Disclosure Brochure, which further outlines the fees, services, exclusions, and disclosures associated with this program. Since all investment decisions in a Solutions account are made by the Financial Advisor without having to receive prior client approval, it is important that Solutions clients have detailed knowledge of the Financial Advisor’s individual investment philosophy and decision-making process before entrusting him or her with their portfolio. You should consider all terms and conditions before deciding whether the Solutions Program and any particular strategy are appropriate for your needs.