303 N Broadway
Billings, MT 59101
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It is my pleasure to serve the financial needs of people in the Billings and South Central Montana areas. My experience in the financial services industry began in 2005 and became a Wealth Management Trust Advisor in 2016. I hold a Bachelor of Arts degree in history from Northwestern State University in Natchitoches, Louisiana, and a Master of Arts degree in music from the New Orleans Seminary in New Orleans, Louisiana.
I want to make managing your finances as easy as possible for you. As your Wealth Management Trust Advisor, I am supported by a team of professionals and will work directly with you to address your needs when and where it's best for you. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.
Outside of work, I spend my leisure time waterfowling, bass fishing and hiking the mountains of Montana with my wife, Gloria.
Area of focus
Retirement income planning
About Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.