With varied backgrounds and areas of expertise, our team of financial services professionals is here to serve you.
MBA, MSFS, CFP® CLU®, ChFC®, LUTCF®, AEP®, REBC®, CASL®, RICP®, WMCP®
Financial Adviser
Associate Financial Adviser to Anthony Miller
jredfern@retire-solutions.com
cmann@retire-solutions.com
Registered Representative
relee@ft.newyorklife.com
Licensed Service Assistant to Adam Gross
Leah is a small-town girl at heart. She grew up on Whidbey Island located in the Puget Sound.
406-294-PLAN (7526)Toll-free: 877-720-7526Fax: 406-294-7525
178 S 32nd St. West, Suite 1Billings, MT 59102
