Office Locations
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Dave Hansen, MBA
President & CEO
Cameron High
Chief Compliance Officer/ Investment Adv. Rep
Brad Christensen
Director of Trading
Eric Stats, CFA
Director of Equity Research
Rick Baird, CFA
Director of Fixed Income
Donald Wiscomb
Investment Advisor Rep.
Lucy Gibson
Senior Client Services Associate
Brock Bowden
Wealth Manager
Robert Natale
Portfolio Manager (Growth Equities)
John Lutz
Wealth Manager
Britney Green
Client Service Manager
(Idaho Falls Office)
"There is no substitute for excellence-not even success. I'm thrilled to be part of a team that in spite of its success, is in the constant pursuit of excellence."
Profile:
Britney is the Client Service Manager of Yellowstone Partners. Her responsibilities include: account and portfolio maintenance, new account set-up, transfer of assets, daily interface with the firm’s custodians and solving the dynamic needs of the Yellowstone clientele.
Her organizational judgment and planning skills expedite workflow and integrate people, projects, and records. She oversees and coordinates corporate travel and fulfills responsibilities for a multitude of firm initiatives and new projects.
