Associates

In today's complex world, the expertise and clear vision of a financial professional can help you reach your financial goals.

Each of our associates has been carefully selected based on their knowledge, experience and desire to make a long-term commitment to our clients. They maintain a vigorous continuing education program to keep current on financial products, tax laws and other information that may affect you.

This information should not be considered as tax advice. Clients should consult their tax advisor regarding their own tax situation.

Bismarck, ND

Daryl Braun, Financial Advisor

Lanette  Ganje, Marketing Assistant

David Wald, Financial Advisor

Mandan, ND

Rob Montgomery, President

Tammy Gimbel, New Business Coordinator

Elaine Hatzenbuhler, Marketing Administrator

Keith Eliason, Financial Advisor

Mike Stein, Financial Advisor

Brian Neuhardt, Financial Advisor

Robbie Montgomery, Representative

Shane Hafner, Financial Advisor

Michelle  Perez, Marketing Assistant

Valley City, ND

Jim Jensen, Representative