At Wealth Management Associates we take a holistic approach to financial planning and investment management.
By understanding your financial goals and reviewing all assets at your disposal, we can help to ensure that your various investment accounts are complimenting each other and that your account diversification and asset allocation are in line with your tolerance for risk.
Think of us as your financial GPS, guiding you to the financial destination you have chosen.
Our association with FSC Securities Corporation, an independent broker dealer, allows us the freedom to choose investments appropriate for your portfolio.
As an independent broker dealer FSC Securities Corporation does not maintain an inventory of stocks and bonds, thus avoiding the conflict of interest common place with many firms.
Our goal is to provide you with unbiased financial advice and an unlimited array of investment choices.
Investing involves risk including the potential loss of principal. No investment strategy, including diversification, asset allocation and rebalancing, can guarantee a profit or protect against loss.
As a lifelong resident of Montana, David grew up here in the Helena valley.
After obtaining his Certified Financial Planner™ credentials from the College for Financial Planning in Denver in 1993, David ventured out as an independent Financial Advisor. His experience in the financial services arena spans over thirty years.
In that time he has guided many hundreds of clients through the financial planning process to create retirement plans, accumulate wealth for education costs and assist clients in navigating the sometimes turbulent investment markets.
David holds the following FINRA registrations: S1, S24, S63, S65, and S7.
He holds securities licenses in the states of Arizona, California, Colorado, Idaho, Florida, Iowa, Minnesota, Montana, New Mexico, Oregon, Texas, Virginia, Vermont, Washington, and Wyoming, and is registered as an Investment Advisor in Montana.
David is also licensed with the state of Montana for life and health products so that he can assist clients with life, health, and long term care insurance needs.
Lyla Lindskog - Executive Assistant
Lyla Lindskog joined Wealth Management Associates in 2018. She is committed to providing the highest level of client service, ensuring that processes flow smoothly from start to finish, and handling service-related inquiries. Her diverse work experience and B.A. in Organizational Communications from Montana State University-Billings prepared her to manage the behind-the-scenes details, that make the client experience positive.