Mark began his investment industry career as a Financial Advisor with Edward Jones in 2000. He joined Wells Fargo Advisors in 2013 and transitioned to Stifel in 2020. With Stifel, he has found a company that supports his commitment to his clients and allows him to continue putting his clients first. Having successfully navigated two major recessions, his commitment to honesty, integrity, and dedication to client goals is the foundation of his entire financial practice.

Active in the community, Mark is an active member of Toastmasters as a distinguished toastmaster. He was previously a board member of the Great Falls Public School Board and past district governor with Rotary Club of Great Falls. He also contributes regularly to the American Red Cross, having donated 11-plus gallons of whole blood. Away from the office, Mark and his wife, Jacque, lead a very active life together playing hockey and enjoying the outdoors. They also enjoy spending time with their two grown children and two young grandchildren, Clay and Callie.

Curtis began his investment industry career in 2013 with Mark Finnicum at Wells Fargo Advisors. In 2020, he transitioned to Stifel, where he is able to partner with financial advisors who share his views on personalized service while expanding his capabilities and strategies to help his clients pursue their goals. Curtis has attained the Accredited Wealth Management Advisor™ designation, which identifies those individuals who have successfully completed coursework covering the complex needs of high-net-worth individuals, including wealth management and risk mitigation strategies, tax-advantaged investment strategies, estate planning issues, and considerations for business owners. 

Outside the office, Curtis takes advantage of living in Central Montana with his wife, Katie, and their two children, Clay and Callie. Together, they enjoy hunting, fishing, four wheeling, camping, and skiing.

Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.

Mark joined Stifel in 2015 and maintains his passion for analyzing markets and analyzing investment choices to provide valuable investment guidance to his clients. His goal is to help them stay on track while they pursue their long-term financial goals.

In his spare time, Mark is an avid outdoorsman. He enjoys kayaking, biking, backpacking, and landscape photography.

Christy brings more than 25 years of financial services experience to the team, with 16 of those years at Stifel. As a Senior Registered Client Service Associate, she strives to deliver top-tier service to clients. She holds Series 7, 63, and 65 securities licenses. Christy was born and raised in Great Falls. She and her husband, Val, have two college-aged children, Tony and Katie. Outside of the office, she enjoys camping, boating, reading, and quilting.

Sharon has been in supervisory roles for nearly 40 years at various firms throughout the Western United States, including: UBS Financial Services, Piper Jaffray, D.A. Davidson, Lehman Brothers, Smith Barney, and Franklin Distributors. She brings with her considerable experience in wealth management and believes doing business face to face is an integral part of providing the highest level of attention and care to those with whom she works. She became the Branch Manager of the current office in March of 2025 when it was still Piper Jaffrey. Stifel acquired them with the UBS acquisition in September 2009, and she continues in that role since.

As the leader of our branch, Sharon is a community-focused individual who understands that our friends’ and neighbors’ unique needs are more than just numbers. She sets a standard of professionalism, diligence, competence, integrity, and connection to those who come through our doors, building multigenerational relationships.

Sharon was born and raised in Havre, Montana. Outside of the office, Sharon enjoys spending time with her grandkids, working in her garden, and traveling to concerts and events throughout our beautiful country.