ABOUT US

our approach is simple.

we STRIVE TO alleviate the stress and worry FROM MANAGING YOUR WEALTH.

 

Whether it’s a newly empty nest, marriage, divorce, moving, a big promotion at work, aging parents, selling a business, or starting a new one…change is inevitable.

Let our team with over 100 years of combined financial experience help you pursue your personalized goals. 

Arlis Ortman

FINANCIAL CONSULTANT

Arlis@MontanaWM.com

PHONE: 406.586.0817

My goal is to provide quality service that meets or exceeds your expectations. I will help you design and track your financial goals, explaining challenges and rewards along the way. I will always act in your best interest and with the greatest of integrity.

I started my career in financial services July of 2007. Before working with Montana Wealth Management, I worked with Opportunity Bank of Montana, Rocky Mountain Credit Union, and UBS Wealth Management. I also worked in the life, property, and auto insurance industry with Country Financial and Farmers insurance.

During my career, I have owned my own successful business and been an employee of others. Both helping to mold me to who I am today. This has given me a solid understanding of the financial needs of individuals and small businesses alike. I maintain a FINRA Series 7 and 66 securities registrations through LPL Financial as well as life and health insurance licenses.

SAMUEL SHARPLES

FINANCIAL CONSULTANT

Sam@MontanaWM.com

PHONE: 406.541.3788

I started my career in financial planning immediately after graduating from Montana State University in 2014, with a degree in Business Finance. I joined Montana Wealth Management in 2019 after running a solo practice for five years. I enjoy helping people define their financial goals and plan for them in a way that is easy to understand.

I am originally from Chinook, Montana moved to Missoula in 2019 with my wife Marian, our daughter, and our dogs Bernard (Yorkie) and Murphy (French Bulldog).

In my spare time, I enjoy traveling, cooking, concerts, exploring new breweries, and taking advantage of all our great state has to offer.

Reed Gerth

Financial Consultant

Reed@MontanaWM.com

PHONE: 406.839.0354

As an Investment Executive, I am dedicated to helping my clients pursue their financial needs. Whether you are planning for your retirement, saving for your children’s or grandchildren’s education, or looking to grow, preserve, or transfer your wealth, I can help.

In 1987, I graduated from the University of Montana with a degree in Business Administration with a Finance Core, and an Economics Minor. I have been in the financial services field for over 30 years, with the last 13 years dedicated specifically to the Securities Industry.

Away from the office, I enjoy the things that make Montana such a special place – fishing, hiking, and spending time with family and friends. My wife Bridgit and I are parents to three adult children and 2 grandchildren. We also share our lives with 2 pugs – Petunia and Malvin.

Sean Pahut

Financial Consultant

Sean@MontanaWM.com

PHONE: 406.993.8076

I earned my degree in Finance from Carroll College in Helena, Montana and I have been in the financial services industry since 1997. I hold the series 7, 63, and 66 registrations through LPL Financial, as well as a Montana Insurance License. Giving back to the community is important to me as I have been a Lieutenant Governor with Kiwanis, and was previously on the board with Marias Medical Center in Shelby and Great Falls Central Catholic High School here in Great Falls. I have also volunteered as a baseball and wrestling coach. My wife and I live in Great Falls and we have two children.

For over 23 years I have helped my clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. As an advisor, I make a commitment to my clients to follow a refined process because I believe this is the foundation to building a successful, long-term relationship. I work with qualified individuals, families, and businesses to provide integrated wealth management and planning services. Integrity, objective advice, attention to detail, and unwavering commitment to the well being of my clients are the hallmarks of my service process.

ELLEN ROSS

Financial Representative

Ellen@MontanaWM.com

PHONE: 406.586.0817

I started working for Kerry Hatcher in 2001. I care about our clients – sometimes to a fault. I value honesty, integrity, and work ethic. I have my life and health insurance license, FINRA Series 66, and Series 7 registrations held through LPL Financial. I have a Bachelor of Science degree from Montana State University.

I am also a single mother and have independently raised two children, one of whom is special needs. I am very active in the Montana Bozeman chapter of the Special Olympics, Bozeman Flames, and coach track and field, soccer, and basketball. I am passionate about everything I engage in, even a competitive game of pinochle.

Connor Hosier

Client Care Associate

Connor@MontanaWM.com

PHONE: 406.586.0817

As one of the newest members to the Montana Wealth Management team, I am eager to begin my career in financial services and helping people reach their financial goals.

I graduated from Montana State University in 2019 with a bachelor’s degree in Business Finance and a minor in Economics.

My career in finance began with Opportunity Bank of Montana in 2019 as a part of the commercial lending team in Bozeman.  While working with the bank, I discovered my interest in financial services.  I worked in close proximity to the Montana Wealth Management advisors and team and have now joined them as a client care associate.

Prior to living in Bozeman, I grew up in Billings, Montana. My hobbies are that of the average Bozemanite. I enjoy the outdoors of the region, primarily hiking and fishing.  I also enjoy indoor activities, such as Bozeman’s many local breweries and experiencing all that the city offers.

Erin Ortman

Client Care Specialist

Erin@MontanaWM.com

PHONE: 406.586.0817

I am a recent addition to the Montana Wealth Management team.  I’m the wife of Arlis and mother of our three sons, Gavyn, Liam and Hunter.  I’ve been a stay-at-home mom for the last 13 years.  Prior to that, I worked with a pair of small airline businesses in Alaska. I pride myself on my organizational skills and covering all of the small details.  I am currently learning from Ellen as much as possible and focusing on client outreach and client care.

COMPLEX INVESTING MADE SIMPLE.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

The representative(s) associated with this site may discuss and/or transact business with residents of AK, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, MA, ME, MI, MN, MO, MT, NC, ND, NE, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY.

Click here to read our Client Relationship Summary.

BOZEMAN

1455 West Oak St.
Bozeman, MT 59715
P: 406.586.0817
F: 406.587.2710

HELENA

1400 Prospect Ave.
Helena, MT 59601
P: 406.457.4010
F: 406.587.2710

MISSOULA

1821 South Ave West
Missoula, MT 59801
P: 406.541.3788
F: 406.587.2710

GREAT FALLS

501 River Dr. S
Suite 200
Great Falls, MT 59405
P: 406.993.8076

BILLINGS

1112 Shiloh Crossings Blvd
Billings, MT 59102
P: 406.839.0354