I focus on portfolio construction, asset allocation, and risk management strategies designed to align with each client’s long-term objectives. My experience includes consulting with financial advisors across the Pacific Northwest on investment strategy, portfolio design, and methods for reducing overall risk exposure, which informs a disciplined and analytical approach to capital management.
I hold the Certified Investment Management Analyst® (CIMA®) designation through the Investments and Wealth Institute and completed the Yale School of Management’s Investment Management Theory & Practice program. I earned a Bachelor of Science in Business, graduating with Honors from Montana State University.
Outside the office, I enjoy skiing at Bridger Bowl, golfing at Cottonwood Hills, and hiking Pete’s Hill with my wife, Abbey, and our two dogs.