All Firm

Advanced Planning Team

Advisor Council

Asset Allocation Team

Business Development

Client Service

Compliance

Firm Operations

Tax Services

Wealth Advisors

All Firm, Business Development, Firm Operations, New All Firm

Aaron Brodt

shurwest

All Firm, New All Firm, Wealth Advisors

Jay Penney

shurwest

Advisor Council, All Firm, New All Firm, Wealth Advisors

Karen W. McDade

shurwest

All Firm, New All Firm, Wealth Advisors

Clark Morzelewski

shurwest

All Firm, Business Development, Firm Operations, New All Firm, Wealth Advisors

William J. Cerynik

shurwest

Advisor Council, All Firm, New All Firm, Wealth Advisors

Ryan Lovett

shurwest

All Firm, Compliance, Firm Operations, New All Firm

Jolen Garcia

shurwest

All Firm, Client Service, Compliance, Firm Operations, New All Firm

Joyce McDonough

shurwest

All Firm, Firm Operations, New All Firm

David Hatfield

shurwest

Advisor Council, All Firm, New All Firm, Wealth Advisors

Brienne L. Dylewski

shurwest

Advisor Council, All Firm, New All Firm, Wealth Advisors

Lance T. Knight

atpw_admin

All Firm, Firm Operations, New All Firm

Kevin Kading

atpw_admin

All Firm, Asset Allocation Team, Firm Operations, New All Firm

Kodi Thruston

atpw_admin

All Firm, Firm Operations, New All Firm

Tony Avalos

atpw_admin

All Firm, New All Firm, Wealth Advisors

Wills F. Marcello

atpw_admin

Advanced Planning Team, All Firm, New All Firm

David Martinez

atpw_admin

Advanced Planning Team, All Firm, New All Firm, Tax Services

Eric Johnson

atpw_admin

All Firm, New All Firm, Wealth Advisors

Justin Limmer

atpw_admin

All Firm, Business Development, Firm Operations, New All Firm

Pat Foley

atpw_admin

Advisor Council, All Firm, Bozeman, New All Firm, Wealth Advisors

Bratton DuBose

atpw_admin

All Firm, Bozeman, New All Firm, Wealth Advisors

Becca Dammann

atpw_admin

All Firm, New All Firm, Wealth Advisors

April Horace

atpw_admin

All Firm, New All Firm, Wealth Advisors

Kerry Severn

atpw_admin

Advanced Planning Team, All Firm, Billings, Bozeman, Casper, Helena, Napa, New All Firm, Tax Services

Murray Smith

atpw_admin

All Firm, New All Firm, Wealth Advisors

Howard Cox

atpw_admin

All Firm, New All Firm, Wealth Advisors

Jason Buchanan

atpw_admin

All Firm, New All Firm, Wealth Advisors

Brad Burr

atpw_admin

Advisor Council, All Firm, Napa, New All Firm, Wealth Advisors

Richard A. Garber

atpw_admin

All Firm, Asset Allocation Team, Billings, Bozeman, Business Development, Casper, Helena, Napa, New All Firm

Michael Serio

William Cerynik

All Firm, Billings, Bozeman, Casper, Client Service, Firm Operations, Helena, Napa, New All Firm

Erica Bloudek

William Cerynik

All Firm, Casper, New All Firm, Wealth Advisors

Goda Stevens

William Cerynik

Advisor Council, All Firm, Casper, New All Firm, Wealth Advisors

Kate Johnson

William Cerynik

All Firm, Casper, New All Firm, Wealth Advisors

Michael J. Porter

William Cerynik

All Firm, Asset Allocation Team, Billings, Casper, Firm Operations, Napa, New All Firm

Claudiu Barbos

William Cerynik

All Firm, Client Service, New All Firm

Taylor Knight

William Cerynik

All Firm, Billings, New All Firm, Wealth Advisors

Ryan Stevens

William Cerynik

All Firm, Billings, Client Service, New All Firm

Ashley Bomar

William Cerynik

All Firm, Business Development, Firm Operations, New All Firm

Daniel E. Barry

William Cerynik

All Firm, Firm Operations, New All Firm, Test

Joseph Krasnov

William Cerynik

All Firm, Helena, New All Firm, Wealth Advisors

Scott Knutson

William Cerynik

Advisor Council, All Firm, Helena, New All Firm, Wealth Advisors

Michael J. Wong

William Cerynik

All Firm, Helena, New All Firm, Wealth Advisors

Martin J. Lewis

William Cerynik

All Firm, Client Service, Helena, New All Firm

Julie Hendrickson

William Cerynik

All Firm, Client Service, New All Firm

Nico de la Vara

William Cerynik

All Firm, New All Firm, Wealth Advisors

Richard Pyle

William Cerynik

All Firm, Asset Allocation Team, Firm Operations, New All Firm

Robert Clark

William Cerynik

All Firm, Client Service, New All Firm

Kristine Lantz

Madison Golke

All Firm, Casper, Client Service, New All Firm

Morgan Amos

Madison Golke

Advanced Planning Team, All Firm, Bozeman, New All Firm

Julie Olander

Madison Golke

Advanced Planning Team, All Firm, Helena, New All Firm

Deanna Tierney

Madison Golke

Advanced Planning Team, All Firm, Bozeman, New All Firm, Tax Services

Daniel Ritter, Jr.

Madison Golke

All Firm, Client Service, Napa, New All Firm

Paul Chapman

Madison Golke

All Firm, Client Service, New All Firm

Jessica Peabody

Madison Golke

Advanced Planning Team, All Firm, New All Firm, Tax Services

Amy Kane

William Cerynik

Advanced Planning Team, All Firm, New All Firm, Tax Services

Rachel Black

William Cerynik

All Firm, Asset Allocation Team, Firm Operations, New All Firm

Brandon Cromer

William Cerynik

All Firm, Cherry Creek, Colorado Springs, New All Firm, Wealth Advisors

Karl Schwinck

William Cerynik

All Firm, Cherry Creek, Colorado Springs, New All Firm, Wealth Advisors

John McCloskey

William Cerynik

All Firm, Colorado Springs, New All Firm, Wealth Advisors

Cade Hammarquist

William Cerynik

All Firm, Client Service, Colorado Springs, New All Firm

Sandy Martin

William Cerynik

All Firm, Client Service, Colorado Springs, New All Firm

Tiffany Shorkey

William Cerynik

All Firm, Compliance, Firm Operations, New All Firm

Cathy Schultz

William Cerynik

All Firm, Bozeman, Client Service, New All Firm

Eleonore Snow

Madison Golke

All Firm, Client Service, Helena, New All Firm

Selisse Marty

William Cerynik

All Firm, Firm Operations, New All Firm

Erin Galusha

William Cerynik

All Firm, Asset Allocation Team, Firm Operations, New All Firm

Ron Piccinini

Madison Golke

All Firm, Firm Operations, New All Firm

Garret La Haye

Madison Golke

All Firm, Bozeman, New All Firm, Wealth Advisors

Tim Mackey

Madison Golke

All Firm, Client Service, Helena, New All Firm

Eric Fontenot

William Cerynik

All Firm, Compliance, Firm Operations, New All Firm

Becky L’Allier

Madison Golke

All Firm, Casper, New All Firm, Wealth Advisors

Shawn M. Porter

William Cerynik

All Firm, Firm Operations, New All Firm

Alex Demack

William Cerynik

All Firm, Firm Operations, New All Firm, Test

Emilie Kaer

William Cerynik

Advanced Planning Team, All Firm, New All Firm, Tax Services

Blake Mattfeldt

Erin Galusha

Advanced Planning Team, All Firm, New All Firm, Tax Services

Katie Leech

Erin Galusha

All Firm, Business Development, Firm Operations, New All Firm

AJ Shurts

Erin Galusha