SRP News
Welcome our newest teammate: Hope Glunt
We are thrilled to introduce you today to the newest addition to the SRP team! Hope Glunt joined our team in November 2018 as a Client Relationship Associate after spending the last 8 1/2 years at a local law firm. Hope started as a receptionist and worked her way up to legal secretary where she served for 4 years.
What’s On Your List?
“What are you going to do when you retire?” We ask people ask that question all the time, but rarely do we hear a defined answer like our friends Darryl and Carol Brown have! They don’t have “one thing”….they have thirty-five! They’ve been kind enough to share their list with us and we hope you’ll find it inspirational too!
Gabe Lapito of Strategic Retirement Plans Honored in Forbes’ Best-in-State Wealth Advisors List
Gabe E. Lapito, MBA, CPA/PFS, CFP®, AIF® , has been named to Forbes’ Best-in-State Wealth Advisors list for 2019. The list was published on Forbes.com, and a condensed listing is available in the current issue of the magazine.
Gabe Lapito of Strategic Retirement Plans Honored in Forbes’ Top 1000 Next Generation Wealth Advisors List
Billings, MT —Strategic Retirement Plans in Billings, MT and Gillette, WY, today announces that Gabe E. Lapito, Owner/Financial Advisor,MBA, CPA/PFS,CFP®,AIF®,has been named to Forbes’Top 1000 Next Generation Wealth Advisors list for 2018. The inaugural list was...
SRP Client Stories: Michelle Olson
All of our client stories hold a special place in our hearts, but this edition is a little extra special to us. Michelle Olson has been with us since the beginning when our offices opened in 1996 as our first employee. She’s started as an administrative assistant and...
SRP Client Stories: Terry & Jane Wilkerson
One of our greatest rewards at SRP is seeing a retirement well lived by one of our clients. While the TV commercials will sometimes tell you a well lived retirement centers around exotic vacations or lavish purchases, for some it is as simple as new-found time with...
Our Mission, Values, and Promise at SRP
What does a company owe its clients? Is it simply a transaction or should there be something deeper? Should a company share its core mission, be transparent about its values, and in so doing create expectations that it must live up to? At Strategic Retirement Plans,...
Listen to Gabe Lapito on “Montana Talks”!
Our very own Gabe Lapito took some time to visit with Aaron Flint of “Montana Talks” on a variety of topics. From recent awards to market conditions to why Billings Montana is a great place to be, take a minute to listen to this wide-ranging interview. Thanks to...
Advisor Spotlight: Meet Ryan Gomendi
Here at Strategic Retirement Plans, we have the pleasure to work with wonderful people doing great things at the company and in the community. We believe that building a culture that emphasizes a “people first” attitude will result not only in great personal...
Gabe Lapito Named to a Second Forbes “Best” List in Six Months
Gabe E. Lapito, Owner/Financial Advisor of Strategic Retirement Plans, has been named to Forbes’ Best-in-State Wealth Advisors for list 2018. The list was published on Forbes.com and will appear in an upcoming Forbes issue. See the official list by state here on...