\Mountains in the Clouds in Roscoe, MT
Meet our team at all our wealth management locations across Montana click to see our team in our Missoula offices click to see our team in our Helena offices click to see our team in our Billings offices

Our Wealth Management Team

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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


Billings Downtown

402 N Broadway
PO Box 2507
Billings, Montana 59101
1(406) 655-3960
Headshot Wealth Management Brenda Hittmeire

Brenda Hittmeier, CFP®

Managing Director - Billings

1(406) 655-3960


Brenda has many prior years of experience in investments and financial planning and as a Certified Financial Planner™, she has worked with hundreds of Montana families, helping them design a comprehensive financial plan, unique to them. Most weekends she can be found either skiing or hiking in the Beartooth Mountains near Red Lodge.

Headshot Wealth Management Eric George
Eric George
Executive Director
1(406) 655-3960

Eric, a Wyoming native, has been with Stockman Wealth Management since 2009. Eric graduated from the University of Wyoming in 1991 with a BS degree in Molecular Biology and holds his Series 65 license. His Rocky Mountain roots keep him and his family busy outdoors fly-fishing for trout, bird hunting, back country skiing, and backpacking through the wilderness in Montana and Wyoming.

Headshot Wealth Management Erika Ferris

Erika Ferris

Portfolio Manager

1(406) 655-3960


Erika’s years of experience in the financial industry adds strength to her investment portfolio management and expertise in ERISA retirement plans. Erika grew up on the family ranch on the plains of Eastern Montana and found her love of the mountains at MSU-Bozeman, where she can be found in the winter at Bridger Bowl and in the summer hiking and fly fishing.
Photo of Alan DaviesAlan Davies
Junior Portfolio Manager
1(406) 655-3960

Alan joined Stockman Wealth Management in 2018. After growing up on the plains of South Dakota, he earned his Bachelor of Science degrees in Finance and Economics from Northern State University and an MBA from North Dakota State University. In addition, he is a Level III CFA candidate in the CFA Program from the CFA Institute. He enjoys cooking, reading and spending time outdoors with his family.
Photo of Kary ParksKary Parks
Client Relationship Coordinator
1(406) 655-3960

Kary grew up in Miles City and has been familiar with Stockman her entire life. She joined Stockman Wealth Management in 2017 and holds the Series 65 license. She is currently working towards her Certified Wealth Strategist® designation. Kary enjoys hiking the Beartooth Mountains and spending quality family time in the great outdoors.

Headshot Wealth Management Ron O'Donnell

Ron O’Donnell, CFA
President & CEO
1(406) 655-3960

 

Ron has been with Investment Management Group, a company acquired by Stockman to create the Wealth Management group, for several years. He received his Chartered Financial Analyst (CFA) certification in 1997 and also obtained his MBA from Suffolk University in Boston, MA in 1994. Fishing many of Montana’s rivers and streams, as well as attending baseball games, fills his spare time.






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Helena Sanders

Contact the Stockman Wealth Management Office
Physical Address:
3094 North Sanders Street
Helena, Montana 59601
Mailing Address:
PO Box 7329
Helena, Montana 59604
(406) 447-9050

Headshot Wealth Manager Dave Ashby

Dave Ashby, CFA

Senior Portfolio Manager

1(406) 447-9050


Dave joined the Stockman Wealth Management 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

Managing Director - Helena

1(406) 447-9050


Phil has been a part of the Stockman Wealth Management team since 2014.  Phil earned his Bachelor of Arts degree in Accounting from Carroll College and is a member of its Investment Committee.  In addition, he serves on the St. Peter’s Hospital Foundation Board.  In his spare time, Phil enjoys golf, hiking and backpacking around Montana.
Headshot Wealth Manager Kerry Neils

Kerry Neils, CFA 

VP, Senior Portfolio Manager

1(406) 447-9050


Kerry grew up in Libby and the Flathead Valley and graduated from Carroll College in finance and accounting. He brings extensive experience to the Wealth Management Team 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!

Headshot Wealth Management Jennifer Hemphill

Jennifer Hemphill, CFP®

Portfolio Manager

1(406) 655-9050


Jennifer Hemphill, a Montana native, graduated from MSU-Billings with a Bachelor of Science degree in Business Administration, Finance.  She has been with Stockman Wealth Management since 2009 and earned the CFP® certification in 2014. 

Photo of Amy Christensen

Amy Christensen, CTFA

Account Administrator

1(406) 655-9050


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.







Missoula

321 West Broadway
Missoula, Montana 59802
(406) 258-1450

Headshot Wealth Management Jessica Neuman

Jessica Neuman, IAACP®,
Chief Compliance Officer

1(406) 258-1450


Jessica, a graduate from the University of Montana, grew up on a ranch near Brockway that she still calls home and visits often. She joined the Stockman Wealth Management team in September 2016, with over a decade of experience in the RIA compliance arena. Jessica and her family appreciate the outdoor activities Missoula has to offer.  You may see them on any of the nearby trails accompanied by their yellow lab.

Headshot Wealth Management David Rehbein

David R Rehbein, CPA

Managing Director - Missoula

1(406) 258-1450


David has been helping clients for over 20 years. He graduated from the University of Montana with a B.S. & MBA in Business. David 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.
Photo of David Morgenroth

David Morgenroth

Wealth Management Advisor

1(406) 258-1450


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.

Photo of Hannah Santa Cruz
Hannah Santa Cruz
Account Administrator
1(406) 258-1450

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.