Broker Check

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies*
  • Retirement investing and distribution strategies*
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?*
  • Are my investments working hard enough?*
  • What’s the best approach for college savings?*
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

*Investment services are offered by Jacob Turley and Dan Ulvila through their affiliation with HD Vest

 

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...

Read more

Jacob Turley, CPA CFP®

Investment Representative and Certified Public Accountant

(406) 756-6095

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...

Read more

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 Business....

Read more

Crystal Allison

Investment Advisor Assistant

(406) 756-6095

(406) 756-8297

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...

Read more