Here in Montana, we don't live to work; we work to live. We want to provide for our loved ones, be stewards of the land and enjoy the place we are fortunate enough to call home.
Our goal is to help you do more of what you want to do. We encourage being intentional about your goals by partnering with you to help grow, protect and distribute your hard-earned wealth the way you've envisioned for yourself and your family.
Our established process relies on true partnership. Alongside my Branch Office Administrator, Deb, we'll work together to identify what is most important to you and to create a plan that helps you consistently move towards those goals. We'll discuss tax advantageous strategies, portfolio construction, estate considerations and protection.
Our mission is to be the trusted partner you can turn to every step of the way.
My roots are in Minnesota, but my heart is here in Montana. After attending Montana State University, I spent several years as a Ski Patrolman and river guide. These experiences blessed me with an opportunity to work as a leader in dynamic and inherently risky environments. I incorporate those lessons and experiences into my work every day. We left from Bozeman to return to my wife's, Ashley's, hometown of Whitefish.
I am fortunate enough to serve several non-profits here in the valley. I serve on the finance committee of the Bob Marshall Wilderness Foundation and The Boys & Girls Club of Glacier Country, and as a board member of the Flathead Rivers Alliance.
When I am not working, I am with my family – my young son, Augustus, and wife, Ashley. You can find us on the hill skiing, on the river fishing, out riding our horses and at the farmers market on summer evenings. I love this community, and it is our privilege to serve you and your family.
- Socially Conscious Investing
- Retirement Income Strategies
- Estate & Legacy Strategies
- College Savings
- Business Retirement Plans
- Retirement Savings Strategies
Phone NumberSamuel K Roloff at (406) 862-5454
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