Sierra joined Greg's team in 2006 and has been a valued member of the firm for nearly two decades. In 2015, she earned the Chartered Mutual Fund Counselor (CMFC®) designation, further strengthening her knowledge and commitment to serving clients. As an LPL Financial Advisor, Sierra is known for her tenacity, exceptional problem-solving skills, and ability to navigate even the most complex situations with confidence and care.
Throughout her career, Sierra has aimed to build lasting relationships with clients by providing thoughtful guidance, personalized service, and unwavering attention to detail. She understands that every financial journey is unique and is passionate about helping individuals and families feel informed, confident, and supported as they work toward their financial goals. Her integrity, dedication, and genuine desire to help others make her an invaluable member of our team.
Clients appreciate Sierra's approachable nature, clear communication, and commitment to delivering an exceptional experience. Whether she's helping resolve a complex issue, answering questions, or celebrating a client's financial milestones, Sierra is dedicated to making every interaction meaningful and ensuring clients feel valued every step of the way.
Outside of the office, Sierra and her husband, Jim, stay busy with their two energetic children, Madison and River. As a family, they enjoy rafting Montana's beautiful rivers, hunting, fishing, camping, and picking huckleberries in the mountains. Sierra is also passionate about giving back to her community, volunteering with Little League, serving on the PTA, and supporting her church. When she finds a little free time, she enjoys unwinding with her book club. Her love for family, community, and lifelong learning reflects the same values of dedication, stewardship, and connection that she brings to her work every day.