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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Tyler Cotterell

LPL Financial Advisor

406-451-0102

406-219-3200

tyler.cotterell@lpl.com

Tyler Cotterell was born in Bozeman, MT and has loved serving the valley as a financial advisor. He had the opportunity to work for Dave Ramsey out in Nashville along with being a financial coach for Greater Impact. He loves...

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Katie Moyer

Licensed Administrator

406-451-0102

406-219-3200

katie.moyer@lpl.com

Katie has been serving our team behind the scenes since 2023. She is our licensed admin and focuses mainly on account opening, maintenance, moving money, and essentially anything account related. She loves being able to work with...
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Nik Lundgren

LPL Financial Advisor

(406)451-0102

(406)219-3200

nik.lundgren@lpl.com

Nik is thrilled to be joining Tyler Cotterell’s office as a Financial Advisor, and working closely with Tyler and Katie. He is committed to building strong, long-term relationships with the clients we serve. He is a Montana State...
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