Burke Steele has more than 38 years of business experience in the financial services industry. He started his career in the banking industry in 1985. After 10 years of banking experience, he devoted his attention to a wealth management career. Burke currently holds several securities and insurance registrations* / licenses...
R.F. Burke Steele IV has over 10 years experience in the financial service industry. Burke works with families and businesses to help them pursue their personal and financial goals. His clients appreciate the comprehensive financial planning process and creative wealth solutions. Burke and his wife Lauren have two boys and...
Rob joined the investment team in 2016. After graduating from Hampden Sydney College in 2015 with an economics degree, he worked alongside the Investment Centers of America’s Financial Solutions Team located in Bismarck, North Dakota. Here, Rob became knowledgeable in retirement planning and wealth management strategies. Rob currently holds a...
James joined the investment team in February of 2020 and has proven to be a great addition to our team. James started off in client and financial services and has since been appointed Operations Manager at the firm. James has a yellow lab named Finn. In his spare time, James...
Cassandra Premeaux has 15 years of experience in accounting and banking. She has worn multiple hats in the financial industry such as accounts payable/payroll clerk, teller supervisor, loan assistant, customer service representative, and personal banker. Now, as the office manager of our Plentywood branch in Montana, she uses her financial...
