Broker Check

Senior Management

Senior Management

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