We are the premier Wealth Management group serving the high value clients of our bank and our communities with an unrelenting focus on relationships and clients.
We work with clients on an individual basis to develop customized solutions including sophisticated asset allocation modeling, expert evaluation of investment opportunities, and detailed ongoing monitoring of investments and performance results.
| Location | Advisor | Contact |
|---|---|---|
| Montana | ||
| Billings | Scott Hatler | 406.255.5223 |
| Billings | Carina Lange | 406.255.5102 |
| Billings | Dale Brown | 406.255.5089 |
| Billings | Randy Koliha | 406.255.5268 |
| Billings | Greg Olson | 406.255.5014 |
| Bozeman | JC Murray | 406.556.4885 |
| Great Falls | Brett Weber | 406.454.6285 |
| Kalispell | Jon Shandorf | 406.756.5298 |
| Missoula | Dan Ortt | 406.523.4211 |
| Available 8am-5pm MST M-F or by appointment | ||
| Wyoming | ||
| Casper | Cathy Sears | 307.235.4364 |
| Casper | Shawn Porter | 307.235.4368 |
| Cheyenne/Laramie | Kyle Geffre | 307.721.4611 |
| Gillette | Scott Barstad | 307.687.4471 |
| Jackson | Jim Gersack | 307.732.7852 |
| Sheridan | Linda Thompson | 307.672.1493 |
| Sheridan | Robert Leibrich | 307.672.1494 |
| Available 8am-5pm MST M-F or by appointment | ||
| South Dakota | ||
| Sturgis | JD Williams | 605-347-4316 |
| Rapid City | Bruce Nearhood | 605-348-3322 |
| Available 8am-5pm MST M-F or by appointment | ||
Whatever your financial goals, First Interstate can help make your life's dreams come true. With over $3.3 billion in Assets Under Management, we offer the expertise in Wealth Management you need to meet your financial goals. Yet, we are small enough to create a personalized road map that provides direction and flexibility to achieve your individual, long-term needs.