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Stockman Wealth Management is a federally Registered Investment Adviser. This website is solely for informational purposes and should not be viewed as advice or recommendations. Past performance is not a guarantee of future results. Stockman Wealth Management is an independent, wholly owned subsidiary of Stockman Financial Corp. and affiliate to Stockman Bank.
Not FDIC Insured, Not Bank Guaranteed, May Lose Value

Helena Sanders

3094 North Sanders Street
Helena, Montana 59601
 
Mailing Address:
PO Box 7329
Helena, Montana 59604
 
1(406) 447-9050
Hours: M-Th 9-4 Fri 9-5

Professional photo of Dave Ashby
Dave Ashby, CFA
Managing Director - Helena

Dave joined the SWM team in 2016 as a Senior Portfolio Manager bringing over 25 years of experience in private wealth management. Dave was raised in Butte and earned his Bachelor of Business Administration in Finance from Gonzaga University - Go Zags!  He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and CFA Society of Spokane.  When Dave is not at work he enjoys golfing and mountain biking.

Headshot Wealth Management Phil Howeth
Phil Howeth
SVP, Portfolio Manager

With over 30 years of investment experience, Phil joined the Wealth Management team when Stockman acquired AnnaCo Investment Management in 2015.  He earned his Bachelor of Arts in Business Administration and Accounting from Carroll College.  Community service has been very important to Phil and he has served on a number of non-profit boards and committees in Helena.  Beyond enjoying time with family and friends, Phil enjoys golfing and kayaking - weather permitting, and hiking throughout the year.

Headshot Wealth MGMT Kerry Neils
Kerry Neils, CFA 

VP, Senior Portfolio Manager

Kerry grew up in Libby and the Flathead Valley and graduated from Carroll College in finance and accounting. Although he has been with Stockman for only a few years, he brings to the Wealth Team extensive experience as a professional securities analyst and portfolio manager and holds the Chartered Financial Analyst (CFA) designation.  Kerry and his wife enjoy hiking many rugged parts of Montana which allows Kerry to pursue one of his other interests – landscape and nature photography.  He is grateful to be able to live and work in Helena, close to the Rocky Mountain Front!

Professional Photo of Michelle Juntunen
Michelle Juntunen
Junior Portfolio Manager

Michelle joined the Wealth Management team in 2019. She graduated from Carroll College with degrees in Political Science and International Relations. Michelle attended the Engalitcheff Institute on Comparative Political and Economic Systems and took courses at Georgetown University where she received a certificate in Public Policy. She has a professional background in the federal, state and private sectors. Outside of work, Michelle enjoys spending time with her husband, Ryder, daughter, Rowan, traveling and fishing.

Professional photo Amy Christensen
Amy Christensen, CTFA
Account Administrator

Amy, a Dillon native and UM-Western graduate, joined Stockman Wealth Management in 2008. She is a Certified Trust and Financial Advisor (CTFA) and a graduate from the Cannon Trust School. Outside of work, Amy is an avid gardener, loves spending time with her family and traveling the world.