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 evaluate 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.
AdvisorHub 100 Solo Advisors to Watch, 2023
Forbes Best-In-State Wealth Management Teams, 2023
Qualifications: holds series 7, 31, 63 and 65 securities licenses; life and health insurance licensed with variable endorsements.
Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Technology Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
The 2023 AdvisorHub 100 Solo Practice Advisors to Watch ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, YearOver-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 1/1/2021 to 12/31/2022, and was released on 6/20/2023. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,246 total nominations received, 100 advisors received the award. This ranking is not based in any way on the individual’s abilities in regards to providing investment advice or management. This ranking is not indicative of 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. Raymond James is not affiliated with AdvisorHub. Please visit https://www.advisorhub.com/ advisors-to-watch-solo-2023/ for more info.
The 2023 Forbes ranking of America’s Top Wealth Management Teams Best-In-State, 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 4/1/2021 to 3/31/2022 and was released on 01/12/2023. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights 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 8,000 team nominations, 2,860 advisor teams received the award based on thresholds. 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. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealthmanagement-teams-best-in-state/?sh=52b7dc7d76f2 for more info.