Primary Service: Retirement Plans

Lindsey Nichols

Lindsey Nichols, CPA, QKC, QKA

After graduating from college, Montana native Lindsey Nichols took a job in Portland, Oregon, with one of the country’s largest accounting firms. After a few years >>

Lizzie Donnelly

Lizzie Donnelly, QKA

A native of Montana, Lizzie Donnelly enjoys spending time outside and preferably away from the city. Lizzie is also an avid CrossFit athlete – so much >>