Welcome to the team, Kaelen Shay!
We are excited to announce that we’ve added a new team member, Kaelen Shay! “We are so excited to add Kaelen to the team! He has outstanding character and we are thrilled to add him alongside us as we serve our amazing client base.” Ryan Gomendi A...
The Grit that gets the Gold: Lessons from an Olympic Gold Medalist
When you see someone standing at the top of a mountain, there was a climb that got them there. In today’s world where social media plays a continual highlight reel of all of our best moments, it’s easy to glorify the end product and not give credit to the...Video: 3 Part Series on the Investment Process
What goes into the Investment Process when working with SRP clients? Listen in as Gabe and Ryan, financial advisors, break down their internal process and all of the factors they consider. Investment Process Part1: How important is knowing your risk score? We’re...
2021 Market Update: 2nd Quarter
Positive June Caps Off Strong Quarter for Markets Equity markets rallied in June, which capped off a positive month and quarter for all three major U.S. indices. Both the S&P 500 and Nasdaq Composite hit record highs in June before...
Leaving Legacy: 30 Years of Giving Time, Talent & Treasure
Humility. Humanity. There’s a reason why these two words look so much alike—they are intended to go together. Kelly Bruggeman, long-time Executive Director of the First Interstate BancSystem Foundation, knows this. It’s an approach to work and life she’s infused into...Ready to Get Acquainted?
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