Wesley Golie, CFP®, AIF®

Vice President – Financial Advisor

Wes started his career in 2003 with an asset management firm in Denver, CO.  After gaining a unique perspective and experience, he moved back to Missoula, MT.  Wes is a CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary®. In 2018, 2019, & 2020, Wes was named the National Association of Plan Advisors (NAPA) "Young Gun" list, which identifies the country's top financial/retirement advisors under the age of 40.  His diverse background in financial industry makes him uniquely qualified to help business owners and participants navigate the complexities of retirement planning. 

Originally from Great Falls, Wes earned a Bachelor’s Degree in Business Finance from the University of Montana.  Wes is proud to call Montana home with his wife Aisha and two kids; Dylan and Keagan.  As a family, they enjoy everything Montana has to offer, from biking to the fresh water adventures.  Wes also enjoys coaching his sons’ sports teams, golfing, and live sporting events.