Farm Bureau Financial Service

Davidson Companies is among the nation s leading regional financial services holding companies.It offers a full range of integrated brokerage, capital markets, money management, trust and wealth services. Headquartered in Montana, the company s service base encompasses more than 12 states. The Davidson Companies family includes D.A. Davidson & Co., one of the largest full service investment firms in the Northwest that specializes in investment banking and company research; Davidson Investment Advisors, a professional money management firm; Davidson Trust Co., a wealth management and trust firm; Kirkpatrick Pettis Capital Management, a registered investment advisor that provides fixed income services; and Davidson Travel, a full service travel agency. Davidson Companies was founded in 1935.

Prudential Financial located in Great Falls MT is a reputable health insurance company dedicated to providing comprehensive coverage options. With a focus on customer service and tailored solutions they aim to meet the diverse needs of individuals and families. Their knowledgeable team is committed to guiding clients through the insurance process ensuring peace of mind and financial security. Generated from this place's information

As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with.Experience has taught me that the biggest obstacle to financial security for most people is their own behavior. Thats why I seek to form trusting, long term relationships with clients, serving as their personal financial coach by:1.Helping them set specific and meaningful goals that are aligned with their values2.Providing them with a comprehensive, personalized plan for effectively pursuing their goals3.Encouraging and motivating them to adopt and consistently practice the productive financial behaviors necessary to successfully execute their plan4.Making strategic adjustments in their plan as their circumstances and goals evolve over timeI dont believe in shortcuts to financial security. I advocate time-tested financial principles including prudent and responsible debt management, disciplined saving and investing and a thoughtful insurance strategy for managing financial risk. And as an Investment Advisor Representative (IAR), I am held to a fiduciary standard, required in all cases to act in the clients best interests.About First CommandFirst Command was founded in 1958 by a retired Air Force officer intent on improving the financial well-being of service members and their families. Today, more than 500 First Command Financial Advisors across the country and abroad are committed to fulfilling the companys Mission of Coaching those who serve in their pursuit of financial security.