Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Jared Losing

CFP®, CMFC

Private Wealth Advisor

Chief Executive Officer of Granite Peak Wealth Advisors
Learn more about Jared Losing

Bradley Nordberg

APMA

Financial Advisor

Learn more about Bradley Nordberg

Josiah Nelson

CFP®, CRPC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Josiah Nelson

Jeff Larson

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Jeff Larson

Alec Bouchee

APMA

Financial Advisor

Learn more about Alec Bouchee

Andra Gentry

APMA

Financial Advisor

Learn more about Andra Gentry

Chet Morris

ChFC®

Financial Advisor

Learn more about Chet Morris

David Milkovich

MBA

Financial Advisor

Franchise Owner
Learn more about David Milkovich

Greg Shadow

CRPC, APMA

Financial Advisor

Learn more about Greg Shadow Visit Greg Shadow's website

Kari A Brown

APMA

Financial Advisor

Learn more about Kari A Brown

Shay Smithwick-Hann

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Shay Smithwick-Hann


Our team

Tina A. Zitzka, CFP®, CRPC™

Tina A. Zitzka, CFP®, CRPC™

Client Service Manager

Qualifications

  • Bachelor of Science in Business; Montana State University, BozemanChartered Retirement Planning CounselorCertified Financial Professional

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Terri Whiteside

Terri Whiteside

Client Service Specialist

Blaise Suseland

Blaise Suseland

Client Service Specialist

Karen Mannina

Karen Mannina

Client Service Specialist

Rachael Lake

Rachael Lake

Client Service Coordinator

Kathleen Baber

Kathleen Baber

Client Service Coordinator

Jessica Wilkinson

Jessica Wilkinson

Client Service Coordinator

Maile J. Losing

Maile J. Losing

Operations Manager

Qualifications

  • Bachelor of Science in Business Administration; University of Montana, Missoula
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Riley Horigan

Financial Planning Analyst