News & Announcements

We are Pleased to Welcome Ryan to the Team as a New Advisor!

We are pleased to welcome Ryan Gomendi to the team as a new advisor.

Ryan was born in Billings, Montana but grew up playing basketball, football, and track for Helena High. Ryan […]

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SRP Featured in the Gazette: Succession Success

Source – The Billngs Gazette: http://billingsgazette.com/business/features/succession-success-having-a-detailed-plan-helps-smooth-the-way/article_9fe74880-942e-59e2-a973-b9774d791ba5.html

Leo Lapito built a successful career in financial services by reminding his clients that careful financial planning is a pathway to a comfortable retirement.

As he neared […]

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Lapitos Featured on the Cover of Rimrock Neighbors

If you live out on the West End of Billings, you might have received this magazine in your mailbox. The Lapito family was featured on the cover of the June 2015 […]

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Watch Investment News Episodes Featuring SRP

InvestmentNews brought a whole film crew to Billings, Montana to do a special on Gabe and Leo this past February. Why? They wanted a case study on successful succession planning, […]

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Great Forecast Event

Thank you to all of our clients who joined us for our annual Forecast Event.

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Investment News Comes to Billings to Feature SRP

InvestmentNews was just here in Billings to interview Gabe & Leo. Here is their take on their time here!

Source: http://www.investmentnews.com/article/20150223/BLOG03/150229978/getting-decked-out-in-camo-to-help-tell-a-succession-planning-story
Getting decked out in camo to help tell a succession planning […]

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United Way Day of Caring 2014



Day of Caring 2014 celebrated 22 years with 689 volunteers and 61 projects across Yellowstone County, benefiting 32 non-profits.
Each year SRP chooses a local charity to help during the Day […]

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Tired of Those Subscriptions? Clean up Your Inbox with One Click.

Here is a helpful link some of you have been asking about!

Toss the junk with one click.

Sign up, see a list of all your subscription emails. Unsubscribe instantly from whatever […]

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Derek and Lucy Welcome Cayla Ann into the World!

Derek and Lucy (Lapito) Aspinwall are thrilled to welcome another member to the family!

Cayla Ann Aspinwall was born at 8:11 am on July 17th and was 8.3lbs and 20.5 inches […]

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Have You Seen the New Investor 360°®?

We are thrilled to let you know about the new Investor360°® – giving you a faster, easier, and more intuitive way to view your complete financial picture.

A host of new […]

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