Our Qualifications

We have been working with individuals and businesses in the Flathead Valley for over 50 years.

Our financial advisors hold various professional designations and are licensed and qualified to advise our clients on a variety of investment and insurance services.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide, whether it be wealth management or portfolio management (or a combination), is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.