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Our financial advice team


Shay Smithwick-Hann, Financial Advisor serving the Kalispell, MT area - Ameriprise Advisors

Shay Smithwick-Hann

CFP®, CRPC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Granite Peak Wealth Advisors
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Investments
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • University of Montana-Missoula; Bachelor of Science in Finance and Economics

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Montana Food Bank Network Volunteer 2016

Interests

I enjoy spending time with my family and taking part in many outdoor activities including boating, waterskiing and golfing.