Pictured above, left to right: Teresa LeProwse, Senior Registered Associate; Alex Dabney, CFP®, CPFA, Vice President, Financial Advisor; Tina Radovich, Client Associate; Brian Brown, CFP®, CPFA, Senior Vice President, Financial Advisor, Branch Manager; Sarah Dittner, FPQP®, Supervisory Branch Operations Manager, Registered Client Associate; Jim Webster, CWS®, Senior Vice President, Financial Advisor, Portfolio Manager. |
Welcome. Thank you for taking the time to get to know our team and our practice. At Bozeman Wealth Management Group (BWMG), Advisors with D.A. Davidson & Co., we offer professional family wealth planning and personalized solutions to help our clients achieve their life aspirations by growing, preserving, and passing on their wealth. This is accomplished with a particular focus towards minimizing risk while retaining total transparency. Helping families and institutions achieve their financial objectives is a charge BWMG takes seriously.
Bozeman Wealth Management Group, Advisors with D.A. Davidson & Co., embraces the highest practice standards of the financial services industry.
D.A. Davidson's Montana roots embody an approach that is anchored in the values of a company that is as independent as you are.
For more information about our team, click here.