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You don't achieve your goals overnight.

Success requires vision, planning, and dedication.

We at Stifel Great Falls are committed to maintaining the highest standards of integrity and professionalism possible in our relationship with you, our client.

We endeavor to know and understand your financial situation and provide you with quality information, services, and products to help you navigate your financial life in any market.

Stifel is a full-service wealth management and investment banking firm, established in 1890.  Our branch and associates have a long history of serving the Great Falls community.  Our clients are our friends and neighbors.  Building on these relationships, one-on-one, we work to develop lasting multigenerational relationships. 

About Stifel | Great Falls

Helping You Pursue Your Financial Goals

Meet the Team

Great Falls

Josh Horton

Josh Horton

Vice President/Investments

Mark Finnicum

Mark Finnicum, AAMS

Vice President/Investments

Curtis Finnicum

Curtis Finnicum, AWMA

Financial Advisor Associate

Jeff Moe

Jeff Moe

Financial Advisor Associate

Brenda Robertson

Brenda Robertson, CWS

Vice President/Investments

Mark O'Loughlin

Mark O'Loughlin

Financial Advisor

Aerial Loewen

Aerial Loewen, MBA

Financial Advisor

Patty Coleman

Patty Coleman

Operations Coordinator (NReg)

Christy Walter

Christy Walter

Registered Client Service Associate

Kasandra Thomas

Kasandra Thomas

Client Service Associate

Carla Hauk

Carla Hauk

Client Service Associate

Sharon Hancock

Sharon Hancock

Branch Manager

Schedule An Appointment

We'd love to hear from you!

Initial Meeting

A helpful checklist of items you'll need for our first meeting

Join Our Team

We are always looking for people who share our mission and values. Think you're interested?