Josh Gimpelson

Senior Vice President - Financial Advisor, Senior Portfolio Manager

406-829-4603
Email | |

Kimberly Shappee

Senior Vice President - Financial Advisor, Portfolio Director

406-829-4605
Crysta Pagiano bio photo

Crysta Pagniano

Senior Client Associate

406-829-4606
Marla Cassidy bio photo

Marla Cassidy, FPQP®

Senior Financial Associate

406-829-4604
Email |

The Vesta Group

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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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Insurance and Annuity Consultant


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Wealth Planning Associate


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Fixed Income Business Development Professional


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Fixed Income Business Development Professional


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Echelon Wealth Strategist


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Wealth Strategist


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