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Our Values

Our firm has been in business in the Missoula area for over 25 years.  A commitment to provide quality, friendly, personalized financial guidance is behind everything we do.

Core Values

In an ever-changing world, our core values are constant and reflect what is truly important to us as a firm. Our values shape our culture, define the character of our firm, underlie our work, and guide our interactions. 

  • Continuous Growth —we are committed to continuous personal and professional growth, increasing our knowledge and deepening our relationships with one another and with clients.

  • Honesty and Integrity—we are straightforward and transparent in our communications with clients and each other.

  • Personal Responsibility—we own what we do and set high standards for ourselves.

  • Respect—we depend on each other and follow the “Golden Rule” in all of our interactions; treating others with consideration, and ensuring that we all thrive in a culture of teamwork.


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(406) 543-7667

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