Home

WEALTH MANAGEMENT

A Fee-Only, Independent Financial Advisor
Located in Billings, MT.

free financial review

Helping Generations grow & manage their wealth!

financial advisor wealth management
Financial Advisor

Planning

Our dynamic approach is Unusual, Comprehensive, Complete, and Built for you.


read more
Financial Advisor

Investments

A distinctive approach, backed by our exceptional qualifications.


read more
Financial Advisor

Taxes

We weave expert tax consulting directly into our wealth management service.


read more
retirement planning

ENJOY Your Retirement Years

 We offer customized, non-proprietary solutions solely in 
 our Clients’ best interest. 

MEET THE TEAM

19SEPTEMBER

Hurricanes, Natural Disasters, and Stocks - September 19, 2018

See headlines..

read more

17SEPTEMBER

Ten Years Later - September 17, 2018

See headlines..

read more

Fun facts

Investors

57 percent of investors have not set financial goals

People

67 percent of people have no financial plan.

Gut Instincts

77 percent of investors are making decisions on gut instinct.

investment knowledge

20 percent of investors claim that their investment knowledge is very strong.