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 a board member of the Great Falls Public School Board, an active member of Toastmasters as a distinguished toastmaster, and is a 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.  Having attained the Accredited Wealth Management Advisor® designation, he has gained in-depth knowledge on comprehensive wealth planning strategies, equity-based compensation plans, tax-efficient investment strategies, and asset management alternatives. 

In addition to serving his clients, Curtis is committed to supporting his community.  He is an active member of United Way of Cascade County, involved with The Great Falls Area Chamber of Commerce, and serves on the board of directors at Apollos University.  He is also a regular donor with the American Red Cross. 

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.

Mark joined Stifel more than six years ago 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.

A Great Falls native, Mark attended the University of Montana, where he earned a B.A. in Economics.  In his spare time, Mark is an avid outdoorsman.  He enjoys kayaking, biking, backpacking, and landscape photography.

Patty brings 20 years of financial industry experience to the team, with 11 of those years being at Stifel.  As Operations Coordinator, she strives to deliver top-tier service to clients and provides the branch with operational support.

Patty was born and raised in Ludington, Michigan, but has lived in Great Falls for 34 years.  She has two grown sons, Chris and John.  Outside the office, she enjoys kayaking, riding her bike on the River’s Edge Trail, horseback riding in Belt, Montana, and traveling to Ludington every summer to sit on the white sandy beaches of Lake Michigan with her family.  

Christy brings nearly 25 years of financial services experience to the team, with 13 of those years at Stifel.  As a Registered Client Service Associate, she strives to deliver top-tier service to clients. She holds the Series 7 securities license.  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.

 

Carla worked with Mark and Curtis Finnicum at Wells Fargo Advisors in 2019 and moved with them to Stifel in 2020.  She has a passion for interacting with others and fostering a valuable and beneficial client experience.

Carla was born and raised on a farm in rural Montana.  She met her husband, Matthew, in college, and they were married in 2000.  They have three active teenagers, and their weekends are spent attending volleyball, football, basketball, and track events.  Carla and Matthew also coach junior high and high school basketball.  She enjoys spending time with family, hanging out with friends, and relaxing at the lake.

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 joined Stifel as Branch Manager in 2009.

As the leader of our team, 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 and her husband, Ed, enjoy spending time with their grandkids, working in their garden, and traveling to concerts and events throughout our beautiful country.