Our Team Mark Gerber CFP® Financial Advisor (406) 294-3080 (406) 294-3083 firstname.lastname@example.org …"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™ professionalB.S. Degree, Business Administration Colorado State University, Fort Collins, COChFc® and CLU® designation courses The American College, Bryn Mawr, PAQualifying and Life Member, Million Dollar Round Table (MDRT)Gideons International Josh Medvidofsky CFP®, MBA, AIF® Financial Advisor (406) 294-3080 (406) 294-3083 email@example.com Growing up, my Father ran his own appraisal business. Day in and day out, I saw the hard work it takes to run a business. Which showed me the commitment you make to your employees who choose to work with you. In 2008 I received my MBA from Colorado State University. For over 12 years I have had the privilege of working with business owners to help plan for their futures, as well as those of their families and employees. To this end, we serve those families and business with financial planning services. When I’m not a work, I love to travel with my family in our camper. When the weather is nice, you can catch me riding my road or mountain bike. I also volunteer with Wish for Wheels, a charity that helps underprivileged kids get access to bikes, and you can also find me involved with Westernaires – a precision horseback riding group that my daughter enjoys. Denise Hice Administrative Assistant (406) 294-3080 (406) 294-3083 firstname.lastname@example.org Denise is a graduate of Virginia Western with an AA in Human Resources Management. She brings 20+ years of experience to MG Financial Advisors having worked in both the public and private sectors. In her off time, Denise and her husband Bob, are avid do-it-yourselfers. Nancy Brooks Administrative Assistant 406-272-8282 email@example.com Nancy has over 20 years of experience in sales and service related fields, in addition to owning her own business. Nancy lives with her husband and 3 kids, and enjoys tennis, running, swimming and spending time with her family. Nancy received her Bachelor of Arts degree at the University of Georgia.