Top financial advisors working with mid-career professionals in Missoula, MT

Robert Ellington Montes is a financial advisor with LaSalle St. Investment Advisors, L.L.C. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. His prior roles include positions at Securities America Advisors and PFS Investments Inc. Montes is also involved with KMAM LLC, an investment advisory business affiliated with his spouse, through which he receives compensation. LaSalle St. Investment Advisors provides fee-based financial planning and investment supervisory services to individuals, trusts, pension plans, charitable organizations, and small businesses. The firm offers both non-discretionary and discretionary management programs and is notable for managing a significant portion of its assets on a non-discretionary basis.

Eric Sandvig is a financial advisor with Cetera Planning Partners in Missoula, MT. He holds a Series 66 designation and has five years of industry experience. His prior roles include positions at Avantax Planning Partners, Legacy Wealth Management, and Arnold & Taylor, PLLC. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees. The firm provides investment management and comprehensive financial planning, including Social Security optimization and retirement advice, and offers additional services such as tax planning, bookkeeping, payroll support, and estate-planning through third-party providers. Their investment approach emphasizes diversified allocations aligned with clients’ objectives and risk tolerance, supported by formal planning processes and integration within the larger Cetera network.

Casey Reimer is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, Casey worked at Coghlan Financial and held various positions including at the FAA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisers with a range of strategic and tactical investment options.

Keith Fichtner is a Series 66 licensed financial advisor with Edward Jones in Missoula, MT, where he has worked since 2018. He has a total of eight years of industry experience, including ten years at ALPS P&C Insurance prior to joining Edward Jones. Outside of his advisory role, he serves as Vice President of Grizzly Networking Professionals and owns a car rental business in Missoula. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.

Dale Baldwin is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at OSAIC since 2018, following a three-year tenure at Signator Investors, Inc. Baldwin also managed Homestead Orchards Inc. for 38 years. Outside of his advisory roles, he serves as a notary public providing services without charge. OSAIC serves a diverse clientele including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers a wide range of brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct diversified portfolios tailored to client needs.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Sally Hyman is a financial advisor with Seasons of Advice Wealth Management in New York, NY. She holds Series 63 and Series 65 licenses and has 43 years of industry experience, including roles at Ameriprise Financial Services and RBC Capital Markets. Outside of her advisory work, she records and sells vocal CDs and is involved in publishing her father's book on the spiritual meaning of disease and science. Seasons of Advice Wealth Management provides financial planning and discretionary investment management to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm uses a proprietary planning process that integrates goal tracking, asset allocation, and tax planning, tailoring investment recommendations to each client’s objectives and risk tolerance.

Jeffrey Macdonald is a CFP® and ChFC® with 18 years of industry experience. He has worked at Investment Management & Planning LLC and LPL Financial since 2010, following two years at Wells Fargo Clearing. Investment Management & Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm constructs tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, employing fundamental analysis and continuous supervision, and operates as both a wrap program sponsor and affiliated registered representatives of LPL Financial.

Lee Chen is a financial advisor with UBS Financial Services in Pasadena, California, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, Chen serves on the board of directors for the San Gabriel Country Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with a broad range of financial planning and portfolio management solutions.

Thomas Phillipsen is a Series 65 licensed advisor at Annex Wealth Management, LLC with experience beginning in 2024. His prior work includes roles at Associated Bank and JJ Keller & Associates, as well as experience at Ripon College. Annex Wealth Management is an SEC-registered advisory firm managing approximately $8.05 billion for about 9,800 clients, including high-net-worth individuals, pension plans, charitable organizations, and corporate entities. The firm utilizes a team-oriented investment process based on a core-and-tactical framework and offers comprehensive wealth management, discretionary portfolio management, retirement consulting, and online goals-based services.