The Van Atta Jones Wealth Solutions Group - RBC Wealth Management

Our Approach

When looking for solutions to a problem, we all look to experienced, thoughtful leaders to guide us along our journeys. Experienced leaders like Lewis and Clark looked to the North Star—which provided reliable guidance as their true compass. For nearly half a century, we at the Van Atta Jones Wealth Solutions Group have served as our clients’ North Star—the unwavering guide along their financial journey. Our financial advisors provide a true compass of wealth planning along an often precarious and unknown financial path. Our guides have traversed this journey with our clients through decades of trailblazing economic variables. There is no substitute for experience, which provides knowledge and insight. At the Van Atta Jones Wealth Solutions Group, we are our clients’ path-finding professionals: each client, and each client’s life path, is unique to us. Understanding them is our priority, so we take the time to listen to their needs. This doesn’t end once the initial paperwork is signed. With the Van Atta and Jones team, our compass always points to our clients. They are our true north. We use reasoned thought, detailed analysis, relationship building and a carefully formatted journey to help our clients achieve their successes. We ask that you let the Van Atta Jones Wealth Solutions Group be your guide along your financial journey. Let’s begin our journey and take the next steps together.

Larry Van Atta

Senior Vice President - Financial Advisor, Consulting Group

406-255-8761

Email |

Marissa Van Atta-Jones

Financial Advisor

406-255-8752

Email |

Marissa joined her father, Larry Van Atta, at RBC Wealth Management in 2019, as a client associate. Shortly after starting her career at RBC, she was asked to be the assistant college basketball coach for the Rocky Mountain College women’s varsity team, and head junior varsity coach for their 2019-20 season. After one season of coaching, she decided to step down and focus on her career in the financial industry.

In the summer of 2020, after passing both the Series 7 and 66 exams, Marissa became a registered client associate. Beginning in 2022, Marissa eventually progressed to an associate financial advisor; then, after becoming licensed in life and health insurance in March of 2022, she was promoted to financial advisor and joined into partnership with her father.

Born and raised in Billings, Montana, Marissa attended and graduated from Billings Senior High School with honors. After high school, Marissa continued her athletic and academic career by attending Montana State University Billings. Marissa played three years of college basketball with the Lady Jackets. During her athletic career with the Lady Jackets, Marissa was GNAC Academic All-Conference, and was a part of teams that made GNAC conference and NCAA D2 tournament appearances. For the 2015-16 season Marissa was awarded the defensive and breakout player of the year awards. Then, for her last year of eligibility she transferred to Rocky Mountain College, where she played for the Lady Bears and made it to the NAIA National Tournament.

Prior to graduating college in 2019, Marissa was the guest speaker for the Montana Women’s Run, where she was the recipient of the Pat Jaffray Most Inspirational award. She also was the guest speaker for the Rocky Mountain College Scholarship dinner. Marissa graduated with honors from Rocky Mountain College with a bachelor of science in business administration and a concentration in small business management. In the spring of 2020, she had the pleasure of being the guest speaker for the Leukemia and Lymphoma Society Student of the Year kick off dinner.

Currently, Marissa and her husband, Matthew Jones, live on their cattle ranch outside of Billings where they are young ranchers with a passion for agriculture, and enjoy operating the ranch on the side of their professional careers.

Outside of the office, you will find Marissa working on the ranch, riding horses, and playing with their two dogs. Marissa also enjoys spending time with family and friends, going up to Matt’s family’s farm to help harvest, reading a good book, getting outside to go camping, boating, trail riding and hiking, or even helping Matt in his workshop building furniture and western decor. On occasion, Marissa still finds herself picking up a basketball or soccer ball and participating in city recreation teams.

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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.

Judi Rana

Wealth Management Consultant

Judi spearheads the collaborative efforts of the Client Strategies Team support for your financial advisor. She is part of a multi-disciplinary group of professionals who provide guidance on investment management, estate planning services, credit solutions, insurance and annuity strategies, professional trustee services and trust consulting, retirement solutions, capital markets engagement, banking solutions and more. Called upon for support at various times throughout your wealth management journey, Judi works diligently to address clients’ unique situations.

Cyndy Ranzau

Wealth Strategist

Cyndy serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Cyndy partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.

Wayne Baca, CFPA

Retirement Plan Consultant

Wayne is a retirement planning consultant who is dedicated to providing guidance on retirement planning, as well as individual and employer-sponsored retirement plans for financial advisors and their clients.

Matt Loftin

Wealth Strategist

Matt serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Matt partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.

Jordan Perschel

Wealth Management Banker

In the wealth management banker role, Jordan acts as the key contact for financial advisors and their clients to build awareness and understanding of the full cash management and lending options available.

About our team