Members

Charles Jackson

Edward Jones

Financial Advisor

I was born and raised in Montana and I believe there is no substitute for hard work. It is my privilege to partner with other hard-working people by helping them wrap their minds around their financial future.

I earned my bachelor’s degree from Montana State University- Bozeman and a masters from Western Governors University. As a former educator, I believe in educating and empowering my clients by providing the tools and advice they need to reach their unique financial goals.

I relish the opportunity to partner with serious, long-term investors to help create and implement financial strategies. I value my clients and strive to cultivate personal connections that serve as the foundation of our working relationship. Financial planning feels overwhelming and complex to many people, but it is my job to help you navigate this path as we work together to meet your financial needs. Utilizing tailored strategies, open lines of communication, long-term relationships built on mutual trust, and Edward Jones’ world-class research and advanced technology, we are able to help individuals achieve any financial goal.

My wife Mindy and I have three children and are expecting our fourth in August. We are passionate about our faith, family, and the community we live in. When outside the office, I enjoy spending time with my family, traveling, and any outdoor adventures. I am an avid sports fan and I love to read in my spare time. I love Montana and I feel blessed to live in such an amazing place.