Our Team

Brian has been a Financial Advisor since 1998 and has over 20 years of industry experience guiding clients through the ever changing financial landscape. As a Financial Advisor, Brian can offer investments, access to insurance, comprehensive planning, estate strategies, or general counsel on various financial topics. Whether you are preparing for a milestone event such as retirement or college, or seeking advice on strategies and transitions, basic or complex, Brian can help!

Brian has been married to his wife Kelli since 2004 and together they have 3 beautiful daughters. In their free time, Brian and his family like to enjoy the great outdoors that Montana has to offer. They spend our summers camping and boating and the other 9 months of the calendar year is usually filled with school sports.

Over the past 20+ years, Jeff has been involved in sales, marketing, consulting and providing a world-class customer experience for companies big and small, from a Fortune 300 company to his very own local small business.

Jeff obtained his Bachelor’s degree in Business with a Marketing Option from Montana State University in Bozeman and a Master’s degree in Business Administration from the University of Phoenix. His education coupled with his years of experience is what drives Jeff to help create operational efficiencies and a Client Experience second to none!