About our team

Our team cares about what is important to you. In a world of impersonalization, we listen and focus on creating solutions that are relevant to your situation. Our strength comes from weaving together our diverse backgrounds to see the world through multiple lenses. We believe the whole is greater than the sum of its parts and we achieve that through collaboration. As we work with you to navigate lifes ups and downs, our core values of family, integrity, reputation, service and knowledge provide the framework for our advice and guidance as we work with you to achieve your hopes and dreams.

Global Insight Monthly

Global Insight Monthly cover - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »

Take the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about our approach, we would love to hear from you. To set up a consultation, contact us.

Latest Insights

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Tariff deluge: RBC’s initial take

President Donald Trump unveiled his long-threatened reciprocal tariffs, putting an exclamation point on a new era of protectionism. Our regional analysts review the tariff policies and provide thoughts on the implications for markets.

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Julie Asher, CFP®

Senior Vice President - Branch Director, Portfolio Manager - Portfolio Focus

406-255-8749
Email |
Sally Hedrick

Sally Hedrick

Senior Vice President - Financial Advisor, Portfolio Director Group

406-255-8758

Scott Johnson, AIF®, AWM

First Vice President - Financial Advisor, Portfolio Director Group

406-255-8755

Hailey Jacobs

Senior Registered Client Associate

406-255-8770
Disclosures

Julie Asher is currently registered to conduct business with residents of the following states: AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NM, NV, NY, OK, OR, RI, SC, SD, TX, UT, VA, VT, WA, WI, WY. California Insurance License # 0G81906.

Julie Asher, NMLS # 1265050 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Scott Johnson is currently registered to conduct business with residents of the following states: AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NM, NV, NY, OK, OR, RI, SC, SD, TX, UT, VA, VT, WA, WI, WY. California Insurance License # 0D09884.

Sally Hedrick is currently registered to conduct business with residents of the following states: AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, RI, SC, SD, TX, UT, VA, VT, WA, WI, WY.