About our team

Our team cares about what is important to you. In a world of impersonalization, we listen and focus on creating solutions that are relevant to your situation. Our strength comes from weaving together our diverse backgrounds to see the world through multiple lenses. We believe the whole is greater than the sum of its parts and we achieve that through collaboration. As we work with you to navigate lifes ups and downs, our core values of family, integrity, reputation, service and knowledge provide the framework for our advice and guidance as we work with you to achieve your hopes and dreams.

Global Insight Monthly

Global Insight Cover Image - Feb 2024Four for 2024: Key things to know about U.S. Elections

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Take the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you. To set up a consultation, contact us.

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Julie Asher, CFP®

First Vice President - Branch Director, Consulting Group

406-255-8749
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Sally Hedrick

Senior Vice President - Financial Advisor, Consulting Group

406-255-8758

Scott Johnson, AIF®, AWM

First Vice President - Financial Advisor, Consulting Group

406-255-8755

Hailey Jacobs

Senior Registered Client Associate

406-255-8770