Meet Our Wealth Advisors

At First Interstate, we recognize that wealth management issues are complex and can be overwhelming to evaluate, analyze, and manage. Our team of Wealth Advisors is a highly skilled and dedicated group of experts. We'll help you with all aspects of planning.

We'll partner with other financial experts, such as portfolio managers, bankers, trust specialists, estate planners, and attorneys, in addition to your own personal accountants and advisors. This approach allows us to develop, implement, and monitor a tailored wealth management plan that is unique to you, your family, and your circumstances.

City State Advisor Email Address Contact
Bend OR Rick Wilson 541-617-6883
Rapid City SD Matthew Sleep 605-716-8932
Spearfish SD Matthew Sleep 605-716-8932
Sturgis SD Matthew Sleep 605-716-8932
Billings MT Jim Morrison 406-255-5014
Billings MT Carina Lange 406-255-5102
Billings MT Randy Koliha 406-255-5268
Billings MT Lynn Caraveau 406-255-5861
Bozeman MT Jon Herz 406-556-4918
Great Falls MT Bruce Haswell 406-457-7146
Helena MT Bruce Haswell 406-457-7146
Livingston MT Jon Herz 406-556-4885
Miles City MT Lynn Caraveau 406-255-5861
Kalispell MT Bob Wilson 406-751-2598
Polson MT Bob Wilson 406-751-2598
Casper WY Shawn Porter 307-235-4368
Cheyenne WY David Kling 307-633-8438
Jackson WY Kristin Wilkerson 307-732-7852
Sheridan WY Kristin Wilkerson 307-672-1497
Laramie WY David Kling 307-721-4661
Sheridan WY Linda Thompson 307-672-1493
Sheridan WY Robert Leibrich 307-672-1494
Casper WY Christine Stack 307-235-4367
Missoula MT Wesley Golie 406-523-4207
Rapid City SD Mary Scott 605-716-8935
Missoula MT Chris Morin 406-523-4211
Spokane WA Jonna Damiano 509-315-1602

Check the background of investment professionals associated with site on FINRA's BrokerCheck.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. First Interstate Bank and First Interstate Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Idaho, Montana, Oregon, South Dakota, Washington, and Wyoming.

Not FDIC Insured Not Bank Guaranteed May Lose Value
Not Insured by any Federal Government Agency Not a Bank Deposit