Broker Check

Our Team

Mark Gerber, CFP®
Financial Advisor

(406) 294-3080

(406) 294-3083

[email protected]

…"I love making a difference in people’s lives”
…“I’m in the relationship business.”
…“I do “holistic” Financial Planning and Wealth Management; in which I use specific tools, techniques & strategies I’ve developed over the past 20 years, to help people identify and work towards eliminating gaps and overlaps in their overall financial structure.”

Education, experience and logic are what Mark relies on to assist clients in making decisions about their money so they can pursue whatever is most important to them. MG Financial Advisors strives to provide mutual respect, open communication and a collaborative approach in Mark’s professional relationships. His investment approach takes into account long-term financial plans, values-based investing and a balanced approach to risk management. He is an advocate for clients and provides insight acquired over 20-plus years in the financial services industry. Mark feels that all he has achieved in his career and personal pursuits has been through trust, integrity, professionalism and hard work. 

Education and Association Information:

CERTIFIED FINANCIAL PLANNER™ professional
B.S. Degree, Business Administration
   Colorado State University, Fort Collins, CO
ChFc® and CLU® designation courses
   The American College, Bryn Mawr, PA
National Association of Insurance and Financial Advisors
Qualifying and Life Member, Million Dollar Round Table (MDRT)
Gideons International

Cora Rawhouser

Administrative and Information Technology Assistant

(406) 294-3080

(406) 294-3083

[email protected]

The Financial Planning and Investment Advisory industry continues to change at exponential speed, in particular to how technology interfaces with financial planning and wealth management. At MG Financial Advisors we are committed to keeping pace with industry changes, especially on the technology side of things. Cora Rawhouser is our Administrative and Information Technology Assistant. Cora has an extremely strong background in information technology and worked several years for First Interstate Bank with their Wealth Management Team in technology interface. Cora also has a background in investments and insurance, she has an outstanding personality, she absorbs things rapidly, and she understands finances (she used to own her own business).