Meet your navigators.
Michelle Clary, CFP®, CLU®, ChFC®, RICP®, AEP®
Founder/CEO, Senior Wealth Advisor
Andy Clary
Chief Operating Officer
Chuck D. Etzweiler, MBA, CIMA®, CFP®, CMT
Senior Vice-President of Research
Aaron Ells, CFP®, CDFA®
Wealth Advisor II
Nick Mercer, CFP®, passed CFA® I
Wealth Advisor II
Aaron McGaughey, CFP®
Wealth Advisor I
Brianna Esvelt, FPQP®
Wealth Planner I
Kari Lindsay
Wealth Planner I
Willie Major, PhD, FPQP®
Strategic Associate to the CEO
Robert McLain
Wealth Planner II
Elizabeth Parker
Financial Support Associate
Craig Golden, CFA, CAIA, CMT
Market Analyst
Jodon Montgomery
Wealth Planner II
Kristina Berg
Marketing & Event Coordinator
Jodi Masa
Marketing & Event Coordinator (Flathead Valley)
Gladys Smith
Client Service Associate
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