PERSONAL DATA - Key Persons
A dynamic and driven young professional, Dylan applies a deep knowledge of finance and accounting to a contemporary approach to financial planning and investment management. He possesses a Master's degree in Professional Accountancy from Montana State University Bozeman that has well-equipped him to navigate the intricate world of finance and guide his clients as they work towards building financial confidence.
Dylan was born in Havre, Montana and now resides Helena. Throughout his life, he has played football, lacrosse, basketball and baseball. In 2023, he started a new chapter in his life when he married the love of his life, Jadyn. When not crunching numbers and strategizing investment portfolios, Dylan can be found spending time with family and friends, golfing, camping, fishing, hiking, and generally enjoying Montana's great outdoors.
Personable and outgoing, Shelly brings her ninja-like powers of organization and patience to running our office and helping our clients with all they endeavor to achieve. Prior to joining Sonder, she spent 21 years in early childcare development.
Shelly truly loves children and has two of her own, Peyton and Keaton. When she is not consumed by the mounting tasks in her work and home life, she enjoys cooking, Montana's glorious outdoors, and spending time with family and friends. No matter what she's doing, her goal is simple: live life to the fullest and surround yourself with people you love.
Stacey brings a background as a credentialed life coach providing personal, business and leadership coaching that benefits clients who are mapping out their career goals, business exit strategy or retirement. Prior to joining Odie, her husband and business partner, Stacey spent almost 20 years in politics and government. She worked for Montana Governor Steve Bullock after receiving her Masters in Public Administration from the University of Montana and also spent time working for the U.S. Senator Jon Tester and the Montana Legislature.
Stacey grew up in Havre, Montana, and currently lives in Helena with her husband and two daughters. When not working, Stacey can be found camping, hiking, skiing, golfing, traveling, reading, spending time with friends and family, engaging in self-study, exploring history and supporting awesome local causes.