WEALTH MANAGEMENT - Key Persons

Job Titles:

• Associate
• Financial Advisor

Job Titles:

• First Vice President / Investments

Koy has been in the investment industry since 1999. He focuses on personal wealth management and customized investment planning for individuals and families. His passion is fostering relationships with people and guiding them through developing and working toward their financials goals. Koy graduated from the University of Washington and also holds the CERTIFIED FINANCIAL PLANNER™ certification. He was one of the founding members of the Big Sky Rotary, where he is still an active member. He also serves on the executive committee of the Montana Council on Economic Education. Koy grew up in Spokane, Washington, and spent his summers in Priest Lake, Idaho, where he learned to love the great outdoors. He has lived in the Gallatin Valley since 1998 with his wife, Jennifer, and their children, Miles and Myla. Together, the family loves to explore with friends in Big Sky Country throughout all seasons.

Job Titles:

• Contributor to the Bozeman
• Senior Vice President / Investments

Shawn has worked closely with individuals and families in pursuing their financial goals for more than 35 years. Before becoming a financial advisor he spent two years in banking. His favorite aspect of his job is building strong, long-term relationships with clients based on understanding and trust. He grew up on a small cattle ranch near Clyde Park, Montana, in the Shields Valley, graduated from the Helena College of Technology, and has been a resident of Gallatin County since 1983. Shawn and his wife Meg married in 1987 and have two children, Hannah and Chad, who have both graduated from Montana State University. Shawn & Meg are now proud grandparents to two wonderful granddaughters. When he's not at work you can find him with family, friends, helping with a Big Sky Bravery Task Force, or on a horse helping a neighbor. Shawn is a strong contributor to the Bozeman community. He worked hard to help establish Big Sky Bravery, a non-profit organization that brings in our military's active duty special operations force members for post-deployment decompression programs in Montana. He has been a member of Bozeman Noon Rotary since 2000 and is a past board member. He served as the Bozeman Noon Rotary President from 2012 to 2013. Shawn has also served on the boards of the Intermountain Opera & Uganda Orphans Fund.