Billings, MT Gams Financial Group Llc Office

Michelle Gams is a financial advisor with Eagle Strategies (New York Life) based in Billings, MT, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. Her prior roles include positions at Gams Financial Group, LLC, Retirement Solutions, Miller, Gams & Associates, Nylife Securities, and New York Life Insurance Company. Outside of her advisory work, she owns a cattle operation for beef production and serves on the boards of the Accounting and Financial Women’s Alliance Women of Influence and the YWCA Billings Endowment Board. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm offers a variety of program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Elizabeth Latimore is a financial advisor with Eagle Strategies (NY Life) based in Billings, MT, holding a Series 66 designation and two years of industry experience. Her professional background includes roles at Nylife Securities LLC and Retirement Solutions, alongside over two decades at HGFA-Architects, PLLC. Outside of advising, she is an independent contractor with Latimore Essentials, selling household, beauty, wellness, and nutrition products. Eagle Strategies serves a diverse client base that includes individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm offers a range of financial planning and investment management services, emphasizing tailored solutions and non-discretionary asset management within an integrated New York Life affiliate structure.