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Jimmy H
Series 63, Series 65
Arlee, MT
Diamond Investment Management Services, LLC
Jimmy Huggins is a financial advisor with Diamond Investment Management Services, LLC in Arlee, MT. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Huggins has been with Diamond Investment Management Services since 2012. Diamond Investment Management Services, LLC provides discretionary portfolio management and investment supervisory services to individual and high-net-worth clients. The firm uses fundamental research to tailor strategies to client objectives, employing a variety of investment approaches and maintaining oversight of third-party money managers.
Sariah T
ChFC®, Series 66
Frenchtown, MT
SLP Wealth
Sariah Tolsma is a financial advisor at SLP Wealth with the ChFC® and Series 66 designations and 11 years of industry experience. Her prior work includes roles at Bank of America, Merrill, TIAA-CREF, and Edward Jones. Outside of advising, she teaches weekend fitness classes and engages in online thrifting. SLP Wealth is an SEC-registered advisory firm serving individual clients and small-business owners with discretionary investment management and financial planning. The firm employs diversified, risk-based portfolios primarily using no-load mutual funds and ETFs, and offers additional services including tax preparation and 401(k) plan advisory.
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