Our 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.

Mandan, ND - Advisors

Rob Montgomery 

Brian Neuhardt

Robbie Montgomery

     Lanette Ganje, Assistant

Keith Eliason

Bruce Ellison

Mark Bakkum

Shane Hafner

Mike Senechal

Mandan, ND - Staff

Tammy Gimbel, Office Manager

Elaine Hatzenbuhler, Marketing Coordinator

Kara Pudwill, Marketing Coordinator

Michaela Huntington, Marketing Coordinator 

Michelle Gieser, Marketing Coordinator 

Mayville, ND

Julie Flaten

Valley City, ND

Jim Jensen

Bismarck, ND

David Wald

    Teri Seibel, Assistant

Don Hawkinson