MEET OUR TEAM

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.

ADMINISTRATIVE MANAGER

Rhonda grew up in Watford City, ND and received her bachelors degree in Business Education with a minor in Earth Science from Dickinson State University. She helped her family establish an office supply store in Watford City, where she was the store manager.

Rhonda has been assisting clients for over 20 years at LPL Financial here in Glasgow, MT. She specializes in estate distributions and retirement service management. She also assists in business operations, processing client information, and assisting clients with non-financial account issues.

HOBBIES INCLUDE:

Fishing for huge fish on Fort Peck lake (particularly Walleye and Salmon), reading a good book, gardening, hunting, spending time with her family, camping, 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 ASSISTANT

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.

ADMINISTRATIVE SOLUTIONS CONSULTANT

Anne-Marie is part of LPL Business Solutions, a service that provides industry-trained LPL professionals who can simplify operations and streamline LPL advisors' practices. She partners with advisors to provide support on administrative tasks and client management functions. 

Anne-Marie has worked in the financial services industry for 30 years at companies including Charles Schwab, PaineWebber, and J.P. Morgan Securities.  She joined LPL in 2021 to apply her experience working with Advisors in the Admin Solutions Program. She enjoys working with advisors in her role on the Admin Solutions Team.

HOBBIES INCLUDE:

Watching football, attending live jazz, and outdoor concerts. She is active in church and animal lover. Loves the beach and spending time with family and her little Yorkie, Ms. Bella.

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 Financial's intern. After college she spent some time working in health care as a Medical Team Assistant at Bullhook Community Health Center in Havre, MT. She then worked as a Vet Tech for High Prairie Veterinary Servies in Colstrip, MT. We are excited to welcome her back to our team.

Janice works as our social media guru and assists with day-to-day operations. You can look forward to hearing her greet you when you call our office.

HOBBIES INCLUDE:

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