Investment Management Group

Jessica Neuman is a financial advisor with Investment Management Group in Missoula, MT, holding a Series 65 credential and four years of industry experience. She has been with Stockman Wealth Management since 2016. Investment Management Group provides advisory services primarily to financial institutions and institutional-type clients, including banks and a municipality, while also serving individual investors with portfolio management and financial planning. The firm operates as a business line of Stockman Wealth Management and emphasizes continuous investment advice tailored to each client’s written investment policy and account documentation.

Ronna Voges is a financial advisor with Investment Management Group in Billings, MT, holding Series 65 and Series 66 licenses and six years of industry experience. Her prior work includes roles at Stockman Wealth Management, RiverStone Health, and First Interstate Bank. Outside of her advisory work, she owns a skincare and haircare consulting business and serves as a brand partner in a health and wellness company. Investment Management Group primarily serves financial institutions and institutional clients, including banks and a municipality, while also providing individual portfolio management and financial planning. The firm emphasizes tailored investment advice guided by each client’s written policy and manages a majority of assets on a non-discretionary basis.

Jonathan Skinner is a CFP® and Series 65 holder with two years of experience in financial advising. He is currently affiliated with Investment Management Group and has previously worked at Stockman Wealth Management for three years. Before entering financial services, Skinner spent a combined sixteen years in education with Sidney Public Schools and Fairview Schools. Investment Management Group provides advisory services primarily to financial institutions and institutional clients, including banks and a municipality, while also offering individual portfolio management and financial planning. The firm utilizes a combination of fundamental and qualitative investment analysis and manages most institutional accounts on a non-discretionary basis.

Elise Strommen is a financial advisor with Investment Management Group in Helena, MT, holding a Series 65 credential and one year of industry experience. Her professional background includes roles at Stockman Wealth Management and Stockman Bank, as well as prior employment in education and community recreation. Investment Management Group provides advisory services primarily to financial institutions and institutional clients, offering customized investment advice and portfolio management with a focus on both discretionary and non-discretionary account oversight.

Carson Quinnell is a CFP® with four years of industry experience, currently affiliated with Investment Management Group in Glendive, MT. Prior to joining Stockman Wealth Management in 2022, he worked at UPS and Bozeman Arborcare. Investment Management Group serves primarily financial institutions and institutional clients, offering portfolio management, financial planning, 401(k) advisory, and an automated investment program. The firm manages most institutional accounts on a non-discretionary basis with an emphasis on client-specific investment policies, utilizing fundamental and qualitative analysis alongside both long- and short-term strategies.

Molly Werk is a Series 65-licensed advisor with Investment Management Group in Missoula, MT, with three years of industry experience. Her work history includes positions at Stockman Wealth Management and various roles outside finance, including at Brannigan's Irish Pub and VRTX Fitness. Investment Management Group provides advisory services primarily to financial institutions and institutional-type clients, along with individual portfolio management and financial planning, emphasizing continuous investment advice tailored to each client’s written guidelines. The firm operates as a business line of Stockman Wealth Management and manages a majority of assets on a non-discretionary basis.

Marni Cowan is a financial advisor at Investment Management Group with 30 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at LPL Financial, Cetera Investment Services LLC, and First Interstate Bank. Investment Management Group provides advisory services primarily to financial institutions and institutional clients, including banks and a municipality, while also serving individual investors. The firm emphasizes continuous investment advice aligned with each client’s written investment policy, managing institutional accounts mainly on a non-discretionary basis and employing fundamental and qualitative investment analysis.

Ronald O'Donnell is a CFA® and Series 65 credentialed advisor with 23 years of industry experience. He is currently with Investment Management Group in Billings, MT, and has an extensive work history with Stockman Wealth Management spanning over 15 years. Investment Management Group serves primarily financial institutions and institutional clients, including banks and a municipality, while also offering individual portfolio management and financial planning. The firm focuses on tailored investment advice based on each client’s written policies, managing most institutional accounts on a non-discretionary basis and employing fundamental and qualitative analysis alongside various investment strategies.

Michelle Juntunen is a financial advisor with Investment Management Group in Helena, MT. She holds the ChFC® designation and Series 66 license, with nine years of industry experience. Her prior work includes roles at Stockman Wealth Management, M.S. Howells & Co., Buchanan Capital Inc, and Prospera Financial Services. Investment Management Group provides advisory services primarily to financial institutions and institutional clients, including banks and a municipality, while also offering individual portfolio management and financial planning. The firm emphasizes continuous investment advice tailored to each client's written investment policy and manages a mix of discretionary and non-discretionary accounts.

Kyle Geffre is a CFP® professional affiliated with Investment Management Group, based in Billings, MT, with 26 years of experience in the financial industry. He has worked at Stockman Wealth Management since 2016 and previously held roles at LPL Financial, Cetera, and First Interstate Bank. Investment Management Group provides advisory services primarily to financial institutions and institutional clients, including banks and a municipality, while also offering individual portfolio management and financial planning. The firm emphasizes continuous investment advice tailored to clients' policies and operates largely on a non-discretionary basis for institutional accounts.

Tanner Klumph is a financial advisor at Investment Management Group with a Series 65 designation and one year of industry experience. His prior work includes roles at Stockman Wealth Management and SG Long Financial. Investment Management Group provides advisory services primarily to financial institutions and institutional clients, as well as individual portfolio management and financial planning. The firm manages accounts using both discretionary and non-discretionary approaches and employs fundamental and qualitative investment analysis.

Jennifer Hemphill is a CFP® with 16 years of industry experience. She is currently with Investment Management Group, part of Stockman Wealth Management, where she has worked for the past eight years. Investment Management Group provides advisory services primarily to financial institutions and institutional clients, including banks and a municipality, while also offering individual portfolio management and financial planning. The firm follows a continuous, tailored investment approach and manages a majority of assets on a non-discretionary basis.

Jonathan Krivec is a financial advisor at Investment Management Group in Billings, MT, holding a Series 65 designation. He has one year of industry experience and has previously worked at Stockman Bank and Montana State University. Investment Management Group serves primarily financial institutions and institutional clients, including banks and a municipality, offering tailored investment management, financial planning, and 401(k) advisory services. The firm utilizes fundamental and qualitative analysis within discretionary and non-discretionary management approaches and is a wholly owned subsidiary of Stockman Financial Corporation.

Claudine Johnson is a financial advisor with Investment Management Group, holding a Series 66 designation and bringing 11 years of industry experience. She previously worked at Edward Jones for eight years before joining Stockman Wealth Management, where she has been employed for three years. Investment Management Group serves primarily financial institutions and institutional clients, including banks and a municipality, while also offering individual portfolio management and financial planning services. The firm emphasizes tailored investment advice aligned with clients’ written policies, managing many institutional accounts on a non-discretionary basis using fundamental and qualitative analysis.

Kimberly Hartman is a CFP® professional at Investment Management Group with one year of industry experience. She has previously worked at Stockman Wealth Management and held roles at Montana State University Alumni Foundation, ROC Wheels, Dovetail Collaborative Financial Planning, Professional Financial Management, and Montana State University. Investment Management Group provides advisory services primarily to financial institutions and institutional clients, including banks and a municipality, as well as individual portfolio management and financial planning. The firm emphasizes continuous, tailored investment advice and manages most assets on a non-discretionary basis using fundamental and qualitative analysis.