Larry Van Atta

Larry Van Atta

Senior Vice President - Financial Advisor, Portfolio Director Group

406-255-8761
Email |

Marissa Van Atta-Jones

Associate Vice President - Financial Advisor

406-255-8752
Email |

Kathy Greco

Branch Service Manager/Senior Investment Assoc

406-255-8735

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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.

advisor

Wealth Management Consultant


advisor

Wealth Strategist


advisor

Wealth Strategist


advisor

Wealth Management Banker