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CONTACT

Let's start the conversation.

A 30-minute discovery call is complimentary and obligation-free. Tell me about your
situation and we'll confirm whether we're a good fit.

Schedule A Call

Get in touch

LOCATION

Bozeman, Montana

SCHEDULE A CALL

Use the form to request a time. I respond within one business day.

VERIFY MY CREDENTIALS

cfp.net  ·  IAPD  ·  CRS

ASSET MINIMUM

$500,000 in investable assets. Not quite there yet? A conversation costs nothing - let's talk about where you're headed.

Schedule a Discovery Call

I'll be in touch within one business day.

I do not sell or share your information.

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