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