In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Our advisors

Jared Losing

Jared Losing

CFP®, CMFC®

Private Wealth Advisor

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

Bradley Nordberg

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Bradley Nordberg
Josiah Nelson

Josiah Nelson

CFP®, CRPC®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Josiah Nelson
Jeff Larson

Jeff Larson

CFP®, CRPC®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Jeff Larson
Chet Morris

Chet Morris

ChFC®

Financial Advisor

Learn more about Chet Morris
Greg Shadow

Greg Shadow

Financial Advisor

Learn more about Greg Shadow Visit Greg Shadow's website
Peter David Sauer

Peter David Sauer

Financial Advisor

Learn more about Peter David Sauer
Shay Smithwick-Hann

Shay Smithwick-Hann

CFP®, CRPC®

Financial Advisor

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

Timothy Mackey

Financial Advisor

Learn more about Timothy Mackey

Our team

Tina A. Zitzka, CRPC<sup>®</sup>

Tina A. Zitzka, CRPC®

Paraplanner,

Client Service Manager

Qualifications

  • Bachelor of Science in Business; Montana State University, Bozeman
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Rachael Lake

Rachael Lake

Client Service Coordinator

Terri Whiteside

Terri Whiteside

Client Service Specialist

Stephanie Simkins

Stephanie Simkins

Client Service Specialist

Qualifications

  • B.S. in Business with emphasis in Marketing from the University of Montana, Missoula
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Charles Friend

Charles Friend

Client Service Specialist

Qualifications

  • B.S. in Finance from Ohio State University
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Michelle Bryant, CFP<sup>®</sup>, APMA<sup>®</sup>

Michelle Bryant, CFP®, APMA®

Financial Planning Specialist,

CERTIFIED FINANCIAL PLANNER™ professional

Qualifications

  • M.B.A. from the University of Colorado at Colorado Springs
  • B.S. in Business with emphases in Finance and Marketing also from the University of Colorado at Colorado Springs
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Kara Branson

Kara Branson

Financial Planning Analyst

Alec Bouchee

Alec Bouchee

Assistant

Qualifications

  • B.S. in Business with emphases in Finance and Management from the University of Montana, Missoula
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Maile J. Losing

Maile J. Losing

Operations Manager

Qualifications

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