SENIOR WEALTH ADVISOR

Gary grew up in Moorhead, MN and attended Minnesota State University Moorhead. He has been in the financial advising business since 1989, and continues to enjoy serving clients on a daily basis. 

HOBBIES INCLUDE:

Running, pole vaulting, traveling with family, water skiing on Fort Peck Lake, downhill skiing, and much more.

VICE PRESIDENT OF OPERATIONS

Annette and Gary moved to Glasgow, MT in 1987 and has been in the finance industry for over 30 years. She received her Bachelors degree from Concordia College. She worked at Knox College before moving to the hi-line. 

Annette specializes in business operations, death and divorce processes, and assist the advisors in providing knowledge and resources to help clients pursue their financial goals. 

HOBBIES INCLUDE:

Sewing, traveling the world, enjoying concerts with friends, cooking or baking, or volunteering her time to her church or Boy Scouts.

WEALTH ADVISOR

Laurel was born and raised in Glasgow, MT and received her bachelors in 2017 from Montana State University in Economics. She pursued her Masters of Business Administration in 2019 at Boise State University. During her time in Boise, ID, she worked for Hewlett Packard.  

HOBBIES INCLUDE:

Running, skiing, hiking, biking, finding the best flight/travel deals, traveling the world, running her dogs, and spending time with family.

Operations Assistant

Janice, a 2011 graduate of Glasgow High School, was born and raised in Glasgow, MT. While attending MSU-Northern Janice spent her summers as LPL Financials' intern. After college she spent some time working in health care as a Medical Team Assistant  in Havre, MT. She then worked as a Vet Tech  in Colstrip, MT. 

As Operations Assistant, Janice is dedicated to assisting in back-office duties and processes to allow advisors and administrative assistants to be available to provide the best client experience.

HOBBIES INCLUDE:

Fishing, hunting, spending time with her family, camping, and helping on the ranch. 

Financial Service Associate

Autum is a 2015 graduate of Glasgow High School, born and raised in Glasgow and the surrounding areas. Following high school, Autum started working for a local financial institution where she was able to learn many different aspects of the financial world.  After approximately 9 years in banking Autum knew she had a passion for data analysis and problem solving.

As a Financial Service Associate, Autum assists the advisors with administrative duties ranging from processing client information, assisting clients, ensuring compliance with all procedures, reporting and tasks all while maintaining the highest level of confidentiality and discretion.

Hobbies Include:

Enjoying Fort Peck Lake, camping, gardening, baking, restoring classic cars, working in the shop and spending time with family, friends and her two dogs.

LPL Registered Administrative Assistant

A Glasgow, Montana native, Sam Brelje earned his degree from the University of Montana before embarking on an 18-year career in banking. Throughout his time in the financial industry, Sam has remained passionate about building relationships and helping clients reach their financial goals. His commitment to the customer experience and deep understanding of banking have been the cornerstones of his career.

As a Financial Service Associate, Sam assists the advisors with administrative duties ranging from processing client information, assisting clients, ensuring compliance with all procedures, reporting and tasks all while maintaining the highest level of confidentiality and discretion.

HOBBIES INCLUDE:

Coaching basketball, spending time on the lake with his boat, skiing, and exploring the outdoors with his girls—always on the lookout for the next great family adventure.