Location: Great Falls

Kelby G. Donnelly, CPA

Throughout her considerable experience as an accounting professional, Kelby Donnelly has focused on building strong, long-term relationships with clients while making full use of the many >>

Mandi Boutilier, CPA

Amanda Boutilier, or Mandi as most call her, has a passion to connect with other people and to help them succeed at their goals and purposes. >>

Susan Shalz, CPC, QPA, QKA

Susan Shalz is a Certified Pension Consultant, and a Qualified Pension and 401(k) Administrator. Her areas of expertise include retirement plan design, government reporting, compliance and >>

Alexis Williams, QKA

Originally from Redding, California, Alexis Williams has called Montana home for the last 18 years. She has six siblings and tries to spend as much time >>

Jerry L. Lehman, CPA

With over 40 years of experience helping small-business owners solve varying financial and regulatory challenges, Jerry Lehman knows that almost always the most-meaningful solution is based on >>