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Our People

SG Long Financial is an employee-owned firm. Our team members represent our local communities and have a passion for helping others achieve their dreams. SG Long Financial has been able to grow along with our community because of the hard work of our employees and their passion for the company they work for and the community they live in. We are pleased to introduce you to our team.

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

Rob  Richardson, CFA®

Rob Richardson, CFA®

Director of Research | Portfolio Manager

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

Ron MacWillie, CFA®

Ron MacWillie, CFA®

Fixed Income Research Analyst

Dirk  Cooper

Dirk Cooper

External Board Member

Dr. Bruce A.  Costa

Dr. Bruce A. Costa

External Board Member

Jennifer Traughber

Jennifer Traughber

Executive Administrative Assistant

406.721.0999

Mandi DeBaca

Mandi DeBaca

Executive Administrative Assistant

406.721.0999

Michael F.  Kleese

Michael F. Kleese

External Board Member

Suzanne Tilleman

External Board Member