Financial Advisor
406-459-6090
Why I Started
Advising
I started financial advising because I saw too many people feeling overwhelmed, underserved, or ignored when it came to managing their money. Friends and family would ask me basic financial questions - things they felt they should know, but no one had ever taught them. I realized that what most people need isn't complicated products or sales pitches - they need someone they can trust to explain things clearly, answer their questions without judgment, and help them take confident steps forward. That's why I built my practice around education, simplicity, and affordability - to give everyday people the tools and guidance they need to take control of their financial lives.
I started this advisory practice because I believe financial guidance should be simple, affordable, and empowering. That’s why I launched a fiduciary, education-first practice where clients can pay just $50/hour for financial advice that’s clear, personal, and free of industry jargon. For those who want investment management, I offer optional, low-cost asset management with transparent tiered pricing.
What sets me apart is my focus on teaching, not just telling. I’m here to guide you through the process, answer your questions, and make sure you understand your own financial picture every step of the way. Whether you're trying to pay off debt, start investing, plan for retirement, or just feel more confident with your money, my approach is built around your goals—not mine. I serve individuals and families who want to take control of their finances with honest advice and no pressure. It’s not about how much you have—it’s about helping you make the most of it.
Financial Programs
Simple and straightforward. Pay for hourly advice for whatever questions you may have, allow me to invest for you in a managed way you will understand, or any combination of advice or management you desire.
Teaching
Hourly Financial Advice
Ideal for anyone who wants flexible, affordable guidance without handing over control of their money. Whether you're budgeting, planning for retirement, tackling debt, or just need help understanding your options, this pay-as-you-go model gives you expert advice at your pace—with no product sales or pressure.
Asset Management
Asset Management
Low-Cost, Hands-On Investing
For clients who prefer a professional to manage their investments, I offer personalized portfolio management with a transparent fee structure: 0.50% up to $1 million, 0.40% up to $10 million, and 0.25% above that. You’ll get fiduciary oversight, ongoing rebalancing, and alignment with your goals.
Teaching+Management
Combination Approach
Many clients choose a blend of hourly coaching and asset management. This hybrid option gives you the best of both worlds: clear financial planning support alongside ongoing investment management. It’s flexible, personalized, and designed to grow with your needs.
Contact me to find
your way to a happier financial future
3005 S 21st Ave, Apt. 111
406-459-6090