ABOUT ALLIED

Western Values.

Personal Touch

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About Allied image of river

More Than A Name

Advisory Firm Serving Montana & Wyoming...

Our firm was founded in 2009 in the middle of the financial crisis. We built our business one relationship at a time, helping our clients stay the course. It takes more than money management skills to form true friendships with clients. People appreciate an honest account when times are tough, transparency, and an outlook with a message of hope.

The Western Way

We pride ourselves on the same western values that define the region we call home. We value a handshake and personal relationships. We believe you are only as good as your word. When we make a promise, we keep it. We believe our clients need two things from us: someone they can trust and the opportunity to meet us face to face.

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Our Start

We have been on the road, meeting with our clients since 2009.

Meet Allied

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Gary Lucas

Gary Lucas

CFA / Principal

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Bart Aby

Bart Aby

Principal

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Eric Vermulm

Eric Vermulm

CFA / Chief Investment Officer

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Ty Elkin

Ty Elkin

Senior Relationship Manager & Investment Advisor Representative

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Kellie Hirsch

Kellie Hirsch

APMA®, CDFA®/ Operations Manager & Investment Advisor Representative

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Sarah Siderius

Sarah Siderius

AIF ® / Director of Retirement Plan Services, Client Relations & Marketing

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Erika Ferris, CFP®

Erika Ferris, CFP®

Relationship Manager & Investment Advisor Representative

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Lisa Watson

Lisa Watson

Client Service Representative & Senior Compliance Officer

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Bo Baker

Bo Baker

Investment Advisor Representative

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Michele White

Michele White

Chief Compliance Officer

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Christy Smith

Christy Smith

Investment Assistant

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Gabe Gundlach

Gabe Gundlach

Investment Advisor Representative

Why We are the Right Advisor for You 


  • At Allied, We Know You Personally.

    We know your long-term goals and financial situation. As your life and financial goals change over time, Allied will be there to advise you. We want to be your trusted investment partner not just for the next few years, but for decades to come. 


<h2>Why We are the Right Advisor <em>for You</em> </h2><h2><br></h2>

OUR PROCESS

Plotting Your Financial Roadmap

We believe you deserve a comprehensive financial roadmap from a trusted, local advisor who is committed to working in your best interest. A roadmap with milestones to help get you to your destination. A review process to let you know you are on track and reflects changing goals and priorities. Here’s how we get there:

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Tell Us Your Story

We value relationships, and getting to know you is critical to what we do.

The Legal Standard

What are your Dreams, Goals, Needs & Worries.

Understanding your goals, your concerns. Listening for needs, partnering with you to create a unique financial roadmap that meets your goals for today and tomorrow.

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Keeping You Informed.

We know you look to your trusted advisors for education on financial and life matters. We strive to provide this.

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Design your Financial Roadmap & Revisit it regularly.

Don't wait another day to start managing your money and retirement planning.

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Risk Tolerance & Management.

Risk tolerance is one of the most important factors in portfolio design. Unfortunately, it is often the most difficult to evaluate. At Allied we have created a comprehensive process to help you evaluate this.

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Safe Bucket Approach.

We make the complex simple by guiding you through a process to keep short-term money in a safe ‘bucket’ while putting your long-term money to work.

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Trusted Advisor.

We create a custom investment plan for you, based upon your goals, risk tolerance, and income needs. Most importantly, we help you stick to your plan.

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Our Team

We are made up of local people, that care about people. This is the place we call home and look forward to getting to know you.

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See How We Put You First

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