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

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 and has well as life and health insurance licenses.

SAMUEL SHARPLES

FINANCIAL CONSULTANT

Sam@MontanaWM.com

I joined Montana Wealth Management after successfully running an independent practice with LPL Financial for four years. I joined LPL Financial as an advisor in 2015 after graduating from Montana State University Bozeman with a degree in Business Finance.

I am a Montana native from the North-Central part of the state and recently moved to Missoula with my wife Marian and two dogs – Bernard (Yorkie) and Murphy (French Bulldog).

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

Reed Gerth

investment executive

Reed@MontanaWM.com

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

LPL investment advisor Representative

Sean@MontanaWM.com

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

LPL REGISTERED ADMINISTRATIVE ASSISTANT

Ellen@MontanaWM.com

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.

Erin Ortman

Client Care Specialist

Erin@MontanaWM.com

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.

KERRY HATCHER

FINANCIAL CONSULTANT

I offer my clients over 25 years of experience in investments and insurance. Prior to forming Montana Wealth Management, I worked with Opportunity Bank, Sterling Savings Bank, First Interstate Wealth Management (part of First Interstate Bank) and D.A. Davidson. I also served as a Property and Casualty Insurance Claims Supervisor for Farmers Insurance.

During my career, I gained a solid understanding of the financial needs of small businesses and professional practices, having been a business owner and real estate developer myself. A graduate of Eastern Montana College, I maintain FINRA series 7, 63, 65, 24 securities registrations through LPL Financial, as well as life and health insurance licenses.

COMPLEX INVESTING MADE SIMPLE.

MAILING ADDRESS

PO Box 11503
Bozeman, MT 59719

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (Member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Opportunity Bank of Montana and Montana Wealth Management are not registered as a broker/dealer or registered investment advisor. Registered representatives of LPL offer products and services using the name Montana Wealth Management and may also be employees of Opportunity Bank of Montana. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliated with Opportunity Bank of Montana and Montana Wealth Management. Securities and insurance products offered through LPL or its affiliates are:

NOT INSURED BY FDIC OR ANY OTHER GOVERNMENT AGENCYNOT BANK GUARANTEEDNOT BANK DEPOSITS OR OBLIGATIONSMAY LOSE VALUE

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

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