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
Flexible, On-Demand Financial Guidance
For clients who want expert support without handing over investment control, I offer pay-as-you-go financial planning that’s built around your needs. You can work with me on budgeting, retirement planning, debt strategies, insurance reviews, benefit choices, or simply gaining clarity on your financial options. This model provides fiduciary advice, education, and actionable guidance at your pace—with transparent hourly pricing and no sales, commissions, or pressure of any kind.
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, low-cost fee structure: 0.50% up to $1 million, 0.40% up to $10 million, and 0.25% above that. Through Altruist—my trusted custodian—you can open and maintain a wide range of accounts, including Individual and Joint brokerage accounts, Traditional and Roth IRAs, SEP and SIMPLE IRAs, Trust accounts, and Custodial (UGMA/UTMA) accounts.
You’ll receive fiduciary oversight, ongoing rebalancing, thoughtful asset allocation, and investment management aligned with your long-term goals.
Teaching+Management
Combination Approach
For clients who want both ongoing financial guidance and professional portfolio management, I offer an integrated approach that brings everything together. You’ll receive continuous financial planning, support with budgeting, retirement projections, tax-efficient strategies, and big-picture decision-making, along with managed investment accounts held at Altruist. This gives you fiduciary oversight across your entire financial life—clear pricing, coordinated advice, and aligned investment management designed to help you stay on track.
Contact me to find
your way to a happier financial future
3005 S 21st Ave, Apt. 111
406-459-6090