Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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 shortly joining my mother-in-law, Kimberly Roth, in 2013 after earning my M.B.A. from the University of Montana. I currently hold the Senior Financial Advisor and Senior Vice President titles with Merrill Lynch Wealth Management. I was recently recognized on the 2019 Forbes “Best-in-State Next-Generation Wealth Advisors” list and also hold the Certified Plan Fiduciary Advisor (CPFA) designation.
I primarily focus on the complex issues faced by the career-building generation who are concerned with building and preserving their wealth. I am able to guide clients through the retirement process so they can spend their time doing what they enjoy most. My primary role is overseeing the portfolio management, portfolio strategy creation, client relationship management, and strategy development for the team.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
University of Montana System
Forbes "Best-in-State Next Generation Wealth Advisors" in 2019
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Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will help you sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will help you build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.