ABOUT ALLIED

Gary grew up in Miles City, Montana and graduated from Custer County High School in 1984. He later earned a degree in Business Administration from Carroll College in Helena, Montana. Shortly after college, Gary earned his CPA certificate (currently inactive status). Gary has more than 25 years of financial industry experience, starting as a credit analyst for a large regional bank in Lincoln, Nebraska in 1988. Gary also worked at D.A. Davidson & Co.’s money management division from 1990 to 1998, where he was a Senior Portfolio Manager responsible for investment research, security selection, and client service. Gary joined Stockman Bank of Montana in 1998 as a Senior Vice President and Chief Investment Officer. While at Stockman, Gary also served as CEO of Stockman Asset Management, a registered investment advisory firm.

Bart grew up in Glendive, Montana and graduated from Dawson County High School. Bart attended Carroll College in Helena, Montana and graduated in 1988 with a Bachelor’s degree in Business Administration. He furthered his schooling by receiving a Master’s of Education from Montana State University. Bart has worked in the investment industry for over 18 years, starting at Stockman Asset Management in 2005, before becoming a Principal at Allied Investment Advisors, focusing on business development and client relations.

Eric grew up on a farm near Conrad, Montana, and graduated from Conrad High School. He then attended Montana State University where he earned a Bachelor’s degree in Business Finance and a minor in Economics. Starting as a Loan Officer at Stockman Bank, Eric transitioned to Stockman Asset Management in 2004. During that time, he earned his Chartered Financial Analyst (CFA) designation. In 2009, he focused on fundamental and technical research and client communications as Senior Portfolio Manager at Stack Financial Management. In 2016, Eric rejoined Stockman Wealth Management as the Chief Investment Officer. Eric joined Allied Investment Advisors in February 2018.

Ty grew up in Red Lodge, Montana and graduated from Red Lodge High School. He then attended Montana State University-Billings and graduated in 1995 with a degree in Business Administration and received the Distinguished Alumnus award in 2020. Ty later attended the Pacific Coast Banking School at the University of Washington and graduated with honors in 2006. Ty worked in the banking industry for 23 years prior to coming to Allied Investment Advisors, having held executive level positions at both Yellowstone Bank and Stockman Bank. In addition to his work in the financial services industry, Ty also spent two years as the Executive Director of the St. Vincent Healthcare Foundation. Ty joined Allied Investment Advisors in August of 2022.

Kellie grew up in Bridger, Montana and graduated from Bridger High School in 1997. She then attended Montana State University – Billings and earned a Bachelor’s degree in Business Management / Communication. Kellie worked at First Citizens Bank for over 7 years before accepting a position at Stockman Asset Management. Kellie has been with Allied Investment Advisors since its inception, working as a Customer Service Representative and Office Manager, before moving into her current position of Investment Advisor Representative and Operations Manager. Kellie obtained her Series 65 Investment Advisor license in 2009 and her APMA® designation in 2014, and her CDFA® designation in 2023.

Tyler grew up in Billings, Montana and graduated from Billings West High School. He then attended Montana State University-Bozeman and graduated with a Bachelor's degree in Business Finance in 2008. Tyler later attended Pacific Coast Banking School at the University of Washington and graduated in 2019. Tyler spent over 16 years working in the banking industry, with the most recent 13 years at First Interstate Bank in Billings where he held the position of VP and Commercial Group Manager. Tyler joined Allied Investment Advisors in September 2024. 

Sarah grew up in Glendive, MT and graduated from Dawson County High School in 1989. She earned her degree in Business Management from Seattle Pacific University in 1993. Sarah has more than 26 years of experience in the financial services industry. She spent 16 years at Wells Fargo, serving in client facing and business development roles specific to personal wealth and the qualified retirement plan business. Sarah worked at First Interstate Wealth Management from 2009-2019 and served in a variety of roles; most recently as Senior Vice President and Regional Manager, where she was tasked with leading teams and overseeing sales growth, client experience, and other aspects of business strategy and direction. Sarah joined Allied Investment Advisors as Director of Client Relations and Marketing in September 2019. Sarah holds the CERTIFIED FINANICAL PLANNER^TM certification, Accredited Investment Fiduciary (AIF®) designation and Series 65 license.

Erika grew up on her family’s ranch north of Terry, MT and graduated from Terry High School in 1995. She graduated from Montana State University with a Bachelor of Science degree in Business – Accounting. In 1999, Erika started her career at D.A. Davidson Companies, where she spent 17 years as in internal consultant, focusing on qualified retirement plans, IRAs, and annuities. Erika joined Stockman Wealth Management in 2016 as a Portfolio Manager, overseeing individual client portfolios and corporate retirement plan development. While there she obtained her CERTIFIED FINANICAL PLANNER^TM certification in 2020. In 2022, Erika worked for Empower, a nationally leading corporate retirement plan recordkeeping company, as Relationship Manager in their large market. Missing the fulfillment of working with individual clients and local businesses brought Erika to Allied Investment Advisors in January 2023. 

Lisa grew up in Glasgow, MT, graduating from Glasgow High School in 1991. After 2 years of college, Lisa returned to Glasgow where she worked for Nemont Telephone in various departments including retail sales, customer service, and marketing/ agent relations. In 1998, Lisa went to work as the Medical Facilitator for Milk River, Inc., a non-profit organization that serves developmentally disabled adults. She worked at Milk River until moving to Billings in 2005. Most recently, Lisa worked as a Human Resources Director for 8 years before joining Allied Investment Advisors in February 2015.

Bo grew up in Glasgow, MT and graduated from Glasgow High School in 1982. Bo graduated from Eastern Montana College in 1986 with a degree in Business Administration/Marketing. Bo has been in the Billings community for 30 years and has worked in the marketing field, most recently with Henry Schein as a Medical Supply Consultant. He joined Allied Investment Advisors in October 2015.

Michele grew up in Minot, ND, graduating from Bishop Ryan High School in 1982. She attended Minot State University. Michele has more than 37 years of experience in the financial services industry. She has been in the Billings community for over 20 years and spent the last 27 years with a national bank, serving in client facing and business development roles specific to business banking, personal wealth, and the qualified retirement plan business. The past 20 years she was in the Compliance area of the bank. Michele obtained her Certified Fiduciary and Investment Risk Specialist certification in 2019. She joined Allied Investment Advisors as Chief Compliance Officer in February 2021.

Christy grew up in Billings, Montana. After graduating from West High in 1988, she attended Montana State University Bozeman, graduating with a Bachelor’s degree in Business Finance with an emphasis in Communication. She has worked in a variety of capacities in small businesses and in the banking industry, and joined Allied Investment Advisors in August 2017.

Gabe grew up in Miles City, MT and graduated from Custer County District High School in 2018. He then attended Miles Community College (MCC) in Miles City where he earned an Associates of Science. After his time at MCC, he attended Montana State University (MSU) in Bozeman where he graduated with a Business Finance degree. Gabe has worked at Security Abstract & Title Company in Miles City, as well as various other roles throughout his short career. Gabe joined Allied Investment Advisors in 2023.