Our Team
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) 756-8297
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...
Crystal Allison
Wealth Management Assistant
(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...