Our founder, Jay Stenzel, grew up in a Montana farm and ranch family. We understand the value of helping those in our community and provide our services to individuals, rural farmers and ranchers, and small business owners alike.

Jay spent many years managing security offices for another firm, during which time he worked with clients on their more complicated financial situations. His background as a businessman and an investor brought him unique insight into wealth management and wealth preservation. These experiences, coupled with a commitment to bring value to the lives of our clients, enable our team to move forward with confidence.