Vice President, Investment Officer
Wells Fargo Advisors
Background and experience
I received my undergraduate Bachelor of Arts degree in Business Administration and History from the University of Great Falls (1975) followed by graduate work at the University of Akron and the University of Montana School of Business MBA program. I previously served as Director of School College Relations for the University of Great Falls (1977-80), now known as the University of Providence, and then Director of Admissions for the University of Montana (1980-81). I obtained my General Securities Registered Representative Series 7 License in 1983 and have worked in the financial services industry in Missoula for the past 37 years.
Away from the office
My family’s Montana roots run deep. I grew up on a third generation Montana cattle ranch that my family continues to own. My grandparents homesteaded Montana and my great uncle ran one of the last stagecoach lines in the eastern part of the state. I grew up with a deeply engrained tradition of hard work, taking care of family, respect for others and helping your neighbors.
Committed to helping my community prosper, I am actively engaged in a wide range of local non-profit organizations. For the past 22 years I have proudly served as Trail Boss for the Grizzly Riders International, a 54 year old non-profit organization committed to providing contacts and financial support for the University of Montana. I am currently the President of the Five Valleys Pachyderm Club.
Previously, I was a board member and Chairman of City Club Missoula, member of the Finance Committee for Five Valleys Land Trust, member of the Montana State Coal Board, member of The University of Montana School of Business Administration Business Advisory Council, a member of Leadership Missoula, served on the YWCA Missoula Finance Committee and YWCA Missoula Capital Campaign Steering Committee, served on The Bovey Trust, volunteered as a “Big Brother” for Big Brothers and Sisters of Missoula, and was Past President of Loyola Sacred Heart Foundation. In 2010, the Missoula Family Violence Council presented me with its “Citizen of the Year Award”
I have called Missoula home since 1980. My wife Kimberly and I love Missoula and are involved in many nonprofit organizations that allow us to give back to our community which has given us so much these many years.