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Our Team

Chuck Beagle

406-542-7718

406-542-8614

[email protected]

Chuck Beagle is a native of Missoula, MT and a graduate of the University of Montana. His primary business model focuses on long term planning and helping people successfully attain their retirement goals. Chuck and his family currently reside in Missoula, where they partake in the many seasonal activities the mountains offer. He is an avid golfer and thoroughly enjoys any opportunity to golf with friends and clients. However, when September rolls around you could find him in the dark timber, bow in hand, searching for elusive bull elk…if you knew where to look.

Debra A. Smith, CFP

CERTIFIED FINANCIAL PLANNER

406-542-7718

406-542-8614

[email protected]

Debra is a Certified Financial Planner, has a stockbrokers registration and insurance license, and has worked in the securities industry for over 20 years. She is a graduate of the University of Montana. She specializes in retirement planning with individuals and small businesses; and will help you accomplish your specific goals. She can also work with you on investment planning and asset allocation, education and college planning utilizing the Montana 529 Plan, life insurance needs and other tax-advantaged accounts.

She is married, has two sons, and enjoys spending her free time outdoors by her log cabin. She also enjoys gardening, golf, traveling, skiing, and following her children’s various sporting activities.

Please allow Debra to help you with your investment and retirement planning needs.

Max Good

406-542-7718

406-542-8614

[email protected]

Max Good grew up in Missoula, Montana and attended the University of Montana. He has a degree in Computer Programming. Max began his financial planning career in 1987 with IDS/American Express. In 1994, Max and two other working associates opened Rocky Mountain Financial Advisors. Max has an extensive background in financial planning, retirement plans, mutual funds, annuities, stocks and specializes in working with the senior market.

Max is 50 years old and has been married for 22 years. He raised two step-daughters and now enjoys being a doting grandfather. He loves to play golf, hunt, fish, and more golf.

Lana Loveland

Executive Assitant

406-542-7718

406-542-8614

Lana Loveland is the face of our organization and the Executive Assistant of the financial advisors. She will always greet you with a smile, whether on the phone or in person. Her duties include all paperwork with new and existing accounts, compliance, correspondence, general support of the financial advisors, and, most importantly, support of all clients. Lana has a big heart and is always willing to go that extra mile to insure people's needs are being met.

Lana's private life is dedicated to sustainable living, protecting our environment, and promoting personal responsibility. She enjoys sharing her rural home with friends (human, domesticated, and wild) as she strives to maintain her life style.