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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

Missoula Downtown

321 West Broadway
Missoula, Montana 59802

1(406) 258-1450
Hours: M-Th 9-4 Fri 9-5

Professional Photo of David Rehbein
David R Rehbein, CPA
Managing Director - Missoula

David has been helping his clients meet their financial goals for over 20 years. David graduated from the University of Montana with a B.S. & MBA in Business. He began his career as a CPA with an international accounting firm and later started an investment advisory firm in 1997 that joined Stockman Wealth Management in 2016. Outside of work David enjoys skiing, hiking, running, as well as relaxing on the shores of Flathead Lake.
Professional Photo of David Morgenroth
David Morgenroth, CFP®

Wealth Management Advisor

David was born and raised in Missoula, and after years of urban living, the magnetic pull of his roots brought him back to the Big Sky Country. He holds a doctorate in music, and, in addition to performing around the world, David has spent two decades trading futures and equities. Reading, gardening, and traveling are among David's interests, along with spending time with his wife, Barbara, and their two wonderful dogs.

Professional photo of Hannah Santa Cruz
Hannah Santa Cruz, CFP®
Portfolio Manager

Hannah grew up in northwest Montana, and graduated from the University of Montana with degrees in accounting and finance. She joined Stockman Wealth Management in September 2016, and brings experience in planning, research, and investment management. Hannah bakes a mean lemon bar and enjoys camping and hiking around western Montana with her family.