Our team strives to provide financial expertise focused on you and your goals. Together, we provide clients access to a breadth of expertise and special focus areas and offer an ongoing dedication to exceptional service.



Our advisors

Jared Losing, Private Wealth Advisor serving the Missoula, MT area - Ameriprise Advisors

Jared Losing

CFP®, CMFC®

Private Wealth Advisor

Chief Executive Officer of Granite Peak Wealth Advisors
Learn more about Jared Losing
Bradley Nordberg, Financial Advisor serving the Missoula, MT area - Ameriprise Advisors

Bradley Nordberg

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Bradley Nordberg
Josiah Nelson, Financial Advisor serving the Missoula, MT area - Ameriprise Advisors

Josiah Nelson

CFP®, CRPC®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Josiah Nelson
Jeff Larson, Financial Advisor serving the Missoula, MT area - Ameriprise Advisors

Jeff Larson

CFP®, CRPC®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Jeff Larson
Charles Friend, Associate Financial Advisor serving the Missoula, MT area - Ameriprise Advisors

Charles Friend

CFP®, APMA®

Associate Financial Advisor

Learn more about Charles Friend
Chet Morris, Financial Advisor serving the Missoula, MT area - Ameriprise Advisors

Chet Morris

ChFC®

Financial Advisor

Learn more about Chet Morris
David Milkovich, Financial Advisor serving the Missoula, MT area - Ameriprise Advisors

David Milkovich

MBA

Financial Advisor

Franchise Owner
Learn more about David Milkovich
Greg Shadow, Financial Advisor serving the Missoula, MT area - Ameriprise Advisors

Greg Shadow

CRPC®

Financial Advisor

Learn more about Greg Shadow Visit Greg Shadow's website
Shay Smithwick-Hann, Financial Advisor serving the Missoula, MT area - Ameriprise Advisors

Shay Smithwick-Hann

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Shay Smithwick-Hann
Timothy Mackey, Financial Advisor serving the Missoula, MT area - Ameriprise Advisors

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

Kathleen Baber

Kathleen Baber

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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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
  • Behavioral Financial Advisor ™
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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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