During the nineteen years that I have practiced in Cody, I have grown my business from zero clients and assets in 2001 to running a very successful investment business working with members of the community I live in and love. My business mix includes working with individuals, trusts, retirement plans (both individual and corporate), as well as corporations and foundations. I specialize in corporate retirement plans encompassing everything from Simple IRA’s to 401k’s and large nonprofit retirement plans. I have excelled in my practice by making my clients and their needs first priority. I have never sacrificed my clients’ welfare for the sake of a corporate directive. My honors and awards include being named to both Wells Fargo and Raymond James’ Executive Council’s. Recently I was recognized as a member of LPL Financial’ s Freedom Club for 2019 and Director’s Club for 2020 based on annual production.
Within the community, I am currently the Cody Country Chamber of Commerce President for 2020. Previously I served on the chamber board from 2002-2011 and was president twice during that span. I am an active member of the Cody CMA church and participate in a weekly Bible Study. My past activities include sixteen years as a National Ski Patroller, twelve years serving on the Cody Stampede Board, eight years on the Stampede Parade Committee, and Rocky Mountain Elk Foundation Chapter Chair for 1996, 1997, 1998, 2004, 2005, and 2006. I was also the Optimist Club President in 2003. Lastly, I also had the pleasure of coaching the Junior Legion Baseball Team in 2015 and 2016.
My wonderful wife, Kathy, and I have been married for almost twenty-three years and we are blessed with two amazing children, Grace 19 and Gus 18. Outside of the Office I enjoy hunting, skiing, and fishing.