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

Advisor photo for Jared Losing

Jared Losing

CFP®, CMFC

Private Wealth Advisor

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

Bradley Nordberg

CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Bradley Nordberg
Advisor photo for Josiah Nelson

Josiah Nelson

CFP®, CRPC, APMA

Financial Advisor

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

Jeff Larson

CFP®, CRPC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Jeff Larson
Advisor photo for Alec Bouchee

Alec Bouchee

APMA

Financial Advisor

Learn more about Alec Bouchee
Advisor photo for Andra Gentry

Andra Gentry

APMA

Financial Advisor

Learn more about Andra Gentry
Advisor photo for Chet Morris

Chet Morris

ChFC®

Financial Advisor

Learn more about Chet Morris
Advisor photo for David Milkovich

David Milkovich

MBA

Financial Advisor

Franchise Owner
Learn more about David Milkovich
Advisor photo for Greg Shadow

Greg Shadow

CRPC, APMA

Financial Advisor

Learn more about Greg Shadow Visit Greg Shadow's website
Advisor photo for Kari A Brown

Kari A Brown

AAMS, APMA

Financial Advisor

Learn more about Kari A Brown
Advisor photo for Shay Smithwick-Hann

Shay Smithwick-Hann

CFP®, CRPC, 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

Kara Branson, CRPC™

Kara Branson, CRPC™

Financial Planning Analyst

Maile J. Losing

Maile J. Losing

Operations Manager

Qualifications

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