Growing up on a cattle ranch in Emmett, Idaho, I learned many lessons rooted in character and accountability. I learned that your word means something and that the effort you put in always shows up in the results. Raising cattle and other livestock is a demanding business that instilled in me the importance of planning, and most importantly, the value of creating meaningful relationships.
Finding the right advocate for your financial security can be challenging. Stewardship and transparency are two of my core beliefs when working with families and their financial goals. I know you have worked hard to build the wealth you now possess, and I don’t take this responsibility lightly. I am an advocate and partner with my clients to provide objective-based advice on the entirety of your financial picture.
One of the core differences between Addison Avenue and other financial service providers is that we implement Goal Plan Monitoring (GPM), a framework and process to help you define your goals, implement a plan, and monitor your results. By creating your personal family GPM, we can continually eval- uate progress toward your key objectives.
My background in running a business, and the experiences I have had guiding clients over the past 17 years has given me a diverse skillset to help you achieve financial success. It is my goal to create a meaningful, long-term relationship with you and your family built on trust and mutual respect.
Outside of the workplace, you can probably find me blazing my own trail deep in the wilderness of Idaho’s backcountry, chasing my daughters down the ski hill, or coaching one of their sports teams.
If you, or someone you know, would like to learn more about investing or retirement planning, give me a call.
Qualifications: holds series 7, 31, 63 and 65 securities licenses; life and health insurance licensed with variable endorsements.
The Forbes Top Wealth Advisors Best-in-State 2025 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 48,944 nominations, roughly 9,722 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.