Broker Check

Financial Advisors

Financial Advisors

Scott  Long

Scott Long

Chairman | Founder | Internal Board Member | Portfolio Manager | Financial Advisor

406.721.0999

Susan Williams

Susan Williams

Chief Executive Officer | Internal Board Member | Portfolio Manager | Financial Advisor

406.721.0999

Darla  Felix

Darla Felix

Chief Financial Officer | Human Resources Manager | Internal Board Member | Financial Advisor

406.721.0999

Tessa  Greene

Tessa Greene

Chief Compliance Officer | Financial Advisor

406.721.0999

Joshua  Eder, CFP®

Joshua Eder, CFP®

Financial Advisor | Certified Financial Planner ®

406.721.0999

Josh  Denney

Josh Denney

Director of Fixed Income | Chief Technology Officer | Financial Advisor

406.721.0999

Kathleen  O’Dell

Kathleen O’Dell

Financial Advisor | Executive Assistant

406.721.0999