About My Practice
Our Practice specializes in retirement income planning and estate planning. Located in the mild
climate of the Bitterroot Valley in southwestern Montana, we have many clients who are pre-retired
and retired and snowbirds. We are a staff of three and have been in business for 21 years and a
CERTIFIED FINANCIAL PLANNER™ since December of 1994.
Recently we were honored by a finacial magazine as number 21 out of the top 50 bank investment
representatives in the United States for the year 2009.
We are eager to visit with new potential clients and provide client references if needed.
Experience
John has been in the financial planning and investment consulting business for 22 years and has
been a Certified Financial Planner since 1994. Prior to this John had 5 years experience as CFO of
an insurance company and 15 years experience as a commercial banker.
John is a Veteran and a former US Marine Corps aviator.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63
Insurance Licenses
Life insurance: MT, Health/disability insurance: MT,WA, Fixed annuities: MT, Variable annuities: MT
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Considerations: Fee-based is based on the account size and complexityof objectives and portfolio diversity
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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