I am born and raised in Kalispell, MT growing up south of the city just north of Somers. I spent my childhood and teen years in the Flathead Valley, graduating from Flathead High School in 2003 before spending two years at Flathead Valley Community College (FVCC). After my time at FVCC, I moved to Missoula and attended the University of Montana, earning a Bachelor of Science degree in Finance in 2007. Upon graduation, I moved to Houston, TX and became involved with the oil & gas industry in offshore construction project management and accounting.
Following eight years away from the valley, I grew to miss Northwest Montana and moved back here in 2015 with my wife Min whom I met and married in Houston in 2013. Together, we have three beautiful children, 2 girls and 1 boy. These wonderful people bring me the greatest joy in life.
While moving back to Kalispell, I started to work for John Barrett CPA, now JCB Wealth Management, in the summer of 2016. I have obtained my Series 6, Series 7, Series 63, and Series 65 registrations to buy and sell market securities for clients while also having a life and variable insurance license for the state of Montana to sell Life Insurance and Variable Annuity policies. I am currently studying to take the CPA exams and my goal is to have that certification in 2023.
The past 6 years at JCB Wealth Management have been fantastic, as I get to help the great people of Northwest Montana in their financial pursuits while also getting to enjoy the majestic beauty that the area brings on my frequent hikes around the valley and in Glacier National Park.