Broker Check

Senior Management

Senior Management

Susan Williams

Susan Williams

Chief Executive Officer | Internal Board Member | Financial Advisor

406.721.0999

Darla  Felix

Darla Felix

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

406.721.0999

Rob  Richardson, CFA®

Rob Richardson, CFA®

Chief Investment Officer | Director of Research | Portfolio Manager

406.721.0999