As CEO and Founding Partner of Shore to Summit Wealth Management, I’ve dedicated more than 30 years to guiding clients toward not only their financial goals, but also the life goals that matter most. My career has spanned large global banks, regional firms, and independent broker dealers, and in 2017 I co-founded Shore to Summit to create a practice rooted in independence, integrity, and genuine partnership.
My approach is shaped by both professional rigor and personal experience. As a CERTIFIED FINANCIAL PLANNER®, Certified Investment Management Analyst®, and Chartered Retirement Planning Counselor®, I bring a disciplined, credentialed perspective to wealth management. Along the way, I’ve been honored to be recognized among Barron’s Top 1,000 Financial Advisors1 (2011–2013), named to Forbes Best-In-State Wealth Advisors for Montana2 (2020, 2021, 2024, 2025), and included in AdvisorHub’s list of 150 Advisors to Watch over $1BIL3 (2024, 2025). I’ve also been a proud member of the Investments & Wealth Institute since 2004.
Service has always been central to who I am. I had the honor of serving as a Captain in the U.S. Army Reserve, an experience that instilled resilience, leadership, and a deep respect for teamwork. Today, those values continue to guide how I lead our practice and how I show up for our clients.
Outside of work, I’m grateful to call Bozeman, Montana home, where I live with my wife, Kelly, and our two children, Liam and Logan. Whether I’m skiing alpine trails, biking mountain paths, or spending time on the water, I find joy in the outdoors and in building community. I’m also active in my church and involved with local nonprofits, because giving back is as important to me as helping clients move forward.
At Shore to Summit, we believe wealth management is about more than portfolios and planning — it’s about people, purpose, and possibility. That’s the journey I’m proud to lead every day.
1 2013 Barron’s Top 1,000 Financial Advisors: Awarded February 2013; Data Compiled by Barron's based on the time period from Oct. 2011 - Sept. 2012 (Source: Barrons.com). 2012 Barron’s Top 1,000 Financial Advisors: Awarded February 2012; Data Compiled by Barron's based on the time period from Oct. 2010 - Sept. 2011 (Source: Barrons.com). 2011 Barron’s Top 1,000 Financial Advisors: Awarded February 2011; Data Compiled by Barron's based on the time period from Oct. 2009 - Sept. 2010 (Source: Barrons.com). The Barron’s Top 1,000 Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 - 6/30/24 (Source: Forbes.com) 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com). 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
3 2025 AdvisorHub Advisors to Watch: Awarded June 2025; Data compiled by AdvisorHub based on time period from 12/31/23 – 12/31/24 (Source: AdvisorHub). 1984 wealth managers were considered for the rating; 1000 (50.6% percent of candidates) were named 2025 AdvisorHub Advisors to Watch. 2024 AdvisorHub Advisors to Watch: Awarded June 2024; Data compiled by AdvisorHub based on the time period from 12/31/22 - 12/31/23 (Source: AdvisorHub). 1987 wealth managers were considered for the rating; 1000 (50.3% percent of candidates) were named 2024 AdvisorHub Advisors to Watch. The AdvisorHub Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. A2W winners are then ranked into subcategories based on scale, growth and professionalism with each winner being ranked into only one subcategory. The 150 Advisors over $1Bil ranking is a subcategory of the AdvisorHub Advisors to Watch rating and does not denote an additional rating.
