How We Work With You

Your financial needs and values are the heart of our work:

• Helping you pursue financial independence
• College education savings options
• Transferring wealth to the next generation
• Providing for loved ones in the event of disability or premature death

In addition, when our clients are passionate about making a difference in this world, we can also help them support their passion and pursue their financial goals with the environmental, social, and governance (ESG) investing options.

We appreciate the trust and confidence our clients have in and for referring your friends and family members to us. This is a great compliment to us, and we will work hard to do our best for them.

Learn more about our team! 

"When I moved back to Missoula, I wasn’t looking to replace my financial advisors in Portland, Oregon. I was satisfied with their service, and long distance did not seem to be an issue. After several years though I began to appreciate the need for a more hands on approach to my investment needs. After asking friends who had lived in Missoula for a number of years who they would recommend for financial planners, the resounding answer was Waddell Reed (this was before WR transitioned to LPL Financial). To the very person, they all said that the advisors at WR/LPL were amazing, helpful, extremely knowledgeable, professional, and always accessible. The description “cream of the crop” was often used to describe Greg Schmautz, Sierra Futch, and Justin Weimer. After handing over my investments, etc. to LPL, I’ve never looked back, and I’ve never been more confident in my future."  ~Bonney E.

This statement is a testimonial by a client of the financial professional as of 03/22/2024. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.