THE VESTA GROUP

At The Vesta Group, we are very proud that Financial Advisor Kimberly Shappee was named a Forbes Top Women Wealth Advisor in 2022, 2023 and 2024, and a Forbes Top Next Gen Wealth Advisor in 2022 and 2023. It's an honor to have a teammate nationally recognized as one of the best in the industry-because it means we are serving our clients well. Congratulations, Kimberly!... We provide uncluttered, professional advice that enhances our clients' lives and leads to sustainable and actionable solutions. We are driven to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies tailored to our clients' unique goals.

Primary location: Missoula United States