Broker Check

Team

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Dan L. Ulvila, CPA, CFP®

Financial Advisor

(406) 756-6095

(406) 756-8297

danulvilacpa@centurytel.net

I graduated from the University of Montana with a Bachelors of Arts in 1971 and then with a Bachelor of Science in 1975. I passed the CPA exam in 1975 on my first sitting. In 1979, I received the Montana Jaycees Outstanding President...

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Jacob Turley, CPA CFP®

Certified Financial PlannerTM and Certified Public Accountant

(406) 756-6095

(406) 756-8297

jacobafins@gmail.com

I am originally from Utah where I grew up in a couple of small farming towns and later in Salt Lake City. I graduated from Taylorsville High School and went on to receive a Bachelor of Science in Accounting from the University of Utah...

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Wanda Haugen

Office Manager

(406) 756-6095

I was raised on a ranch in Southeastern Montana until moving to Columbia Falls in the middle of my sophomore year of high school. I graduated from Columbia Falls High School and from FVCC with an Associate’s of Arts Degree in...

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Crystal Allison

Wealth Management Assistant

(406) 756-6095

(406) 756-8297

crystalafins@gmail.com

Although I was raised in Missoula, my family ties to the Flathead Valley go back four generations. My great grandparents homesteaded the land my family still lives on today. I made the valley my home in the summer of 2007 with my...

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