Growing up in a military family and traveling abroad has given Christy many opportunities to interact with people from all walks of life, thus shaping the person she is today.
Christy studied Sociology at Monterey Peninsula College in California and the University of Montana. She found Montana to truly be The Last Best Place! Her three sons and her love of the outdoors…hiking, biking, golf and cross country skiing have kept her in Montana for 27 years.
Working in the real estate and banking industry for many years, Christy’s goal is to provide clients with quality customer care and professionalism. She enjoys working in financial services and strives to make your customer experience a positive one!
Tyson began his career in wealth management in 1998 in Bellevue, Washington. With his family, he returned to Montana in 2012 and is now excited to run his own financial planning practice. Tyson holds the mark of CERTIFIED FINANCIAL PLANNER™ and works with clients in many states across the country, some in relationships that have spanned well over a decade.
Tyson strives to work together with these clients, as a team, to make their money work efficiently. He is passionate about helping them pursue their goals using his in-depth experience in long –term investing, retirement planning, and income distribution strategies. Most importantly, he believes the planning process begins with listening to each and every client, to truly discover what is most important to them and their families.
Tyson and his wife Amy are both Montana natives, and live with their three children Elijah, Amelia, and Macsen in Bozeman, Montana. He enjoys spending time with his family, travelling to new places, enjoying the outdoors, and is very active in sports as a youth basketball coach.