My primary goal is to help individual investors develop an investment strategy geared toward their unique, long-term goals. Whether you need to save for a child’s college education, reduce taxes or plan for retirement, I can help.
My wife, Jenny, and I have one son, Steven John, but he goes by S.J. He is named after his grandpas. Jenny and I were both raised right here in Billings and live a pretty simple life. We are passionate about our faith, family and this community.
I am a third generation financial advisor. My grandpa started in the business back in the 1960’s and my father, John, has been a financial advisor with Edward Jones since 1992.
A part of my team here at Edward Jones is Flyssa Lawson, my branch office administrator. Flyssa has been with the firm for over 10 years now and is dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on her with questions.
At Edward Jones, we value personal relationships based on a deep understanding of your unique financial needs. We can develop a solutions-based approach tailored to your individual goals and provide exceptional service. I use a 5-step Process to help my clients achieve their goals:
Step 1: Where am I today?
Step 2: Where would I like to be?
Step 3: Can I get there?
Step 4: How do I get there?
Step 5: How can I stay on track?
The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.
I would like to help to provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.