Larry Van Atta

Larry Van Atta

Senior Vice President - Financial Advisor, Portfolio Director

406-255-8761 406-647-1109
Email |

Marissa Van Atta-Jones, CPFA®

Associate Vice President - Financial Advisor, Portfolio Director

406-255-8752 406-384-8960
Email | | |
Kathy Greco

Kathy Greco

Branch Service Manager - Senior Investment Associate

406-255-8735 406-426-6599

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Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

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