Josh Gimpelson

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

406-829-4603
Email |

Kimberly Shappee

Senior Vice President - Financial Advisor, Consulting Group

406-829-4605

Crysta Pagniano

Senior Client Associate

406-829-4606

Grant Rosbarsky

Client Associate

406-728-0035

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.

Michelle Gilly

Insurance and Annuity Consultant


Sam Shafer


Andrew Jarosz

Fixed Income Business Development Professional


Darrin Treanor

Fixed Income Business Development Professional


Cyndy Ranzau

Wealth Strategist


Matt Loftin

Wealth Strategist


The Vesta Group

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