Broker Check

Team

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

Meet Our Team

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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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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