MBA, CPA/PFS, CFP®, AIF®firstname.lastname@example.org
Gabe began working with the Strategic Retirement Plans team since 2007 and then purchased the company in 2013. Since taking the reins, Gabe has guided the company into steady growth. In fact, Gabe and Strategic Retirement Plans have gained national recognition as an example of successful succession planning (astounding industry norms). In the years since, Gabe has built a new building for SRP on the west end and also hired a new advisor. Now, for the 3rd year in a row, Gabe has been recognized in Forbes Magazine for both Best in State and Top Millennial Financial Advisor.
Masters of Accountancy, AIF®email@example.com
Local to Billings, Ryan played college basketball at Rocky Mountain College where he finished his undergraduate in Business Management and went on to receive his Masters of Accountancy. Following his formal education, Ryan planned to enter the financial world, but a strong pull in his heart led him into ministry. For almost a decade he led small groups as well as local and global service projects at Faith Chapel. His background in accounting combined with his love of guiding people, perfectly aligned Ryan for a shift into holistic financial planning. He has quickly developed into a key member of the SRP team, becoming a core advisor working alongside Gabe Lapito. Together they meet with all of our clients as well as conduct market research and stay up to date on the-ever changing landscape of retirement.