Todd Tessler is a financial advisor with Life Planning Advisors LLC in Bigfork, Montana, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Life Planning Advisors since 2013 and was previously with Mutual Securities, Inc. for six years. Outside of his advisory work, Tessler manages a collectibles company focused on car and antique auto collections. Life Planning Advisors provides asset management, financial planning, estate, tax, and risk-management planning primarily for individual and high-net-worth clients, as well as business entities. The firm emphasizes non-discretionary, diversified portfolios using low-cost, tax-efficient passive mutual funds and ETFs, coupled with customized Investment Policy Statements and ongoing portfolio reviews.

Jeffrey Goldman is a CFP® professional with 23 years of industry experience, currently serving at Life Planning Advisors LLC since 2009. He is also president of LPA Insurance Services, an insurance agency he has operated since 2001. Life Planning Advisors provides financial planning and asset management services to individual, high-net-worth, and business clients, focusing on diversified, low-cost, tax-efficient portfolios managed primarily on a non-discretionary basis. The firm emphasizes customized Investment Policy Statements and refers clients to third-party portfolio managers after conducting due diligence and ongoing reviews.

Christian Price is a financial advisor at Life Planning Advisors LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Life Planning Advisors since 2017, following roles at Woodbury Financial Services and National Planning Corporation. Outside of finance, he owns and operates Odyssey Jewelers, a part-time private jewelry sales business. Life Planning Advisors serves individual, high-net-worth clients, and business entities by providing asset management, financial planning, and risk-management services. The firm emphasizes non-discretionary management with diversified, tax-efficient portfolios primarily composed of low-cost passive mutual funds and ETFs.

Mark Baksic is a financial advisor at Life Planning Advisors LLC with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Western International Securities, Inc. for 11 years. Baksic is also president of The Precision Companies, which provides insurance, real estate, and tax services. Life Planning Advisors serves individual, high-net-worth, and business clients, offering asset management, financial planning, and estate, tax, and risk-management planning. The firm emphasizes low-cost, tax-efficient passive investments and typically operates in a non-discretionary advisory role with a high client load per advisor.