As a financial advisor with RBC Wealth Management in Billings, Montana, Sally has the opportunity to work with clients as unique and diverse as the area in which she lives. Her clients are individuals, and their needs and goals are equally as diverse as their lifestyles.
Sally was born in Wyoming and moved to Montana at an early age. She graduated from Billings Senior High School and earned a Bachelor of Science degree in business administration from Montana State University Billings. She started working for RBC Wealth Management while attending college and has worked for this firm in the Billings office for more than 35 years. During her tenure, she passed the Series 7, 63 and 65 exams and holds life and health insurance licenses.
As a part of her practice, Sally works with institutional clients, including foundations. She assists them in implementing and adhering to investment policy statements and setting asset allocation guidelines. She has a team of professionals/consultants who support her with manager selection, due diligence, portfolio construction and reporting.
Professional wealth management helps clients prioritize their objectives and prepare financially to accomplish them. Providing the financial guidance that’s right for clients is central to everything Sally does at RBC Wealth Management.
Sally is married with two adult children and six grandchildren. Her family and community are very important to her. She served on various nonprofit boards, including Family Promise, the Mental Health Association and the Huntley Project Lions & Lioness Club.
