Profile

We are a wealth management team headquartered in Missoula, Montana. Our team works closely with retirees, families, professionals, and business owners, helping them discern their goals and pursue those priorities with thoughtfulness and efficiency. 

When you walk in our door, you will know that you are valued and appreciated. We’ve built our team with a single focus: your long-term well-being. To that end, we offer a highly customized approach, which begins with an in-depth understanding of your needs, interests, and values. Only after we have an informed understanding of you—as a person, family member, and professional—do we begin to discern our next steps in pursuing your goals. Our approach is collaborative and supportive; we strive to provide you with the information you need to make balanced decisions about your wealth so that you and the people you love can look to the future with poise and confidence.

Our team recognizes the importance of good relationships. We look to treat our clients as we would wish to be treated, fostering trust through our diligence and reliability. When families come to us, they perceive our skill in anticipating the needs and interests of different generations. This ability derives from the fact that we ourselves are a family-based practice. We offer a different level of empathy and understanding, stemming from our own role as a tightly knit family.

I began my career at Merrill in 2010 and joined my mother-in-law, Kimberly Roth, in 2013 after earning my M.B.A. from the University of Montana. I have been recognized in the 2022 Forbes "Best in State Wealth Advisors" list (Published on April 7, 2022. Rankings based on data as of June 30, 2021), the 2022 and 2019 Forbes “Best-in-State Next-Generation Wealth Advisors” lists (Published annually Aug – Sept. Rankings based on data as of March 31 of current year), and the 2020 and 2021 Forbes "Top Next Generation Wealth Advisors" lists (Published annually July – Sept. Rankings based on data as of March 31 of current year).

I focus on the complex issues faced by the career-building generation who are concerned with building and preserving their wealth. I am also skilled in guiding clients through the retirement process so they can spend their time doing what they enjoy most. I oversee the portfolio management, portfolio strategy creation, client relationship management, and strategy development for the team. I hold the Certified Plan Fiduciary Advisor™(CPFA™) designation.

My wife, Danielle, and I live in Missoula with our daughter's Ella and Mya. I enjoy skiing, fly fishing and spending time in the incredible outdoors of Montana.

Named to Forbes “Best-in-State Next-Generation Wealth Advisors” list in 2019 and 2022.*

*Source: The Forbes “Best-in-State Next-Generation Wealth Advisors” list, published annually Aug - Sept. Rankings based on data as of
March 31 of current year.

Data provided by SHOOK® Research, LLC. Forbes “Best-in-State Next Generation Wealth Advisors” ranking. SHOOK considered advisors
born in 1983 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome and should not be construed as an endorsement of the advisor. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

**Source: The Forbes “Top Next-Generation Wealth Advisors” list, published annually July - Sept. Rankings based on data as of March 31
of current year.

Data provided by SHOOK® Research, LLC. Forbes “Top Next Generation Wealth Advisors” ranking. SHOOK considered advisors born in
1983 or later with a minimum 4 years as an advisor. Advisors have: built their own practices and lead their teams; joined teams and are
viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures: telephone and in-person
interviews to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations;
and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a
criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on
the opinions of Forbes and not representative nor indicative of any one client’s experience, future performance, or investment outcome
and should not be construed as an endorsement of the advisor. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

***Source: The Forbes “Best-in-State Wealth Advisors” list, published on April 7, 2022. Rankings based on data as of June 30, 2021.

Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based
on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry
experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management
and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and
advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the
right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is
not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking.
For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.