Meet Your Navigators.

Aaron Ells, CFP®, CDFA® Wealth Advisor II
Wealth Advisor II
Willie Major, PhD, FPQP® Strategic Associate to the CEO

Strategic Associate to the CEO

Craig Golden, CFA, CAIA, CMT Market Analyst
Jodi Masa Marketing & Event Coordinator (Flathead Valley)
Marketing & Event Coordinator (Flathead Valley)
Michelle Clary, CFP®, CLU®, ChFC®, RICP®, AEP® Founder/CEO, Senior Wealth Advisor
Founder/CEO, Senior Wealth Advisor
Aaron McGaughey, CFP® Wealth Advisor I
Wealth Advisor I
Brianna Esvelt, FPQP® Wealth Planner I
Wealth Planner I
Elizabeth Parker Financial Support Associate
Financial Support Associate
Kari Lindsay, FPQP® Wealth Planner I
Wealth Planner I
Nick Mercer, CFP® Wealth Advisor II
Wealth Advisor II
Andy Clary Chief Operating Officer
Chief Operating Officer
Chuck D. Etzweiler, MBA, CIMA®, CFP®, CMT Senior Vice-President of Research
Senior Vice-President of Research
Jodon Montgomery Wealth Planner II
Wealth Planner II
Kristina Berg Marketing & Event Coordinator
Marketing & Event Coordinator
Robert McLean Wealth Planner I

Wealth Planner I

Our Team Piton Wealth

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