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Meet the Team

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Tim Harvey, CFA, CPA

Principal and Founder

Tim's background includes over 30 years of experience in the financial industry.

Education and Credentials

  • Master's degree in Accounting, University of Colorado

  • Bachelor's degree in Finance, University of Colorado

  • Chartered Financial Analyst (CFA), widely considered the premier credential in investment analysis and investment portfolio management. 

  • Certified Public Accountant (CPA), Montana license is current. While not longer practicing as a CPA, this background and experience are immensely helpful in client tax strategy development, estate planning, and financial analysis.

  • Licensed Investment Advisor Representative (IAR)


  • Full-time Finance and Accounting Faculty member, Montana State University

  • Associate Dean, Jake Jabs College of Business and Entrepreneurship

  • Director, Asset/Liability Analytics for a $20 billion financial institution, overseeing investment analysis, derivatives analysis, and market risk management.

  • Consultant specializing in commercial bank market risk, derivatives, investments, and hedging, performing over 100 consulting engagements for U.S. banks and foreign subsidiaries.

  • Bank regulator and analyst, Comptroller of the Currency, United States Treasury Department

  • Captain, United States Army Reserve 

Boards of Directors

  • Current Board Member and Audit Committee Chair, American Bank

  • Current Board Member and Audit Committee Chair, BankWyse

  • Prior volunteer non-profit Board Member and Treasurer, Thrive.


  • 2021 MSU Award for Excellence

  • 2019 Scott and Barbara Heck Faculty Scholar Award

  • 2018 MSU Award for Excellence 

  • 2017 JJCBE Code of Excellence Award

  • 2016 Excellence in Teaching Award

View Tim's resumè for additional details, volunteer work, and complete background information.


Tammy Stewart

Financial Associate

Tammy graduated cum laude from the University of Washington with a bachelor’s degree in Finance and a minor in International Business. She earned a Master’s in Education, with honors, from Montana State University with studies in Accounting. She also earned her Teaching Certificate in 2015. She has worked as a Curriculum Manager for continuing professional education (CPE) in Accounting and Finance and has prepared taxes under a volunteer tax assistance program. Tammy is now pursuing her Certified Financial Planner (CFP) education and experience.

Tammy’s career has been in aviation as a commercial pilot. She has flown for an airline, charter services, and individual clients. Tammy presently is a Captain piloting jets for Private Charter. Flying has been a passion of Tammy’s since childhood. 

Tammy is a member of the Member of Bozeman Business and Professional Women and of 

Women in Aviation. 

Tammy currently resides in Livingston, Montana. When she's not flying or helping clients with their finances, she enjoys mountain biking, hiking and collecting plants of all varieties.


Hannah Chawngte

Financial Planning Assistant

Hannah holds a Master's Degree in Family Financial Planning from Montana State University. Formerly an Elementary School Teacher, Hannah also holds a Bachelor's Degree in Liberal Studies. Hannah has completed her professional education curriculum required to sit for the Certified Financial Planner (CFP) exam and plans to take that exam in 2023.

Hannah's specialization in Financial Planning will make her an excellent resource, and she will head up our financial planning, estate planning, and charitable giving services.

Hannah lives in Bozeman, Montana with her husband and two daughters.

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Danna Ortiz

Environmental, Social, and Governance Adviser

Danna has over 18 years of experience leading multidisciplinary teams to help diverse groups of innovators, communities and stakeholders envision and create a prosperous, more equitable and green future.  


She understands that our transition to a net zero economy (one that emits no more carbon dioxide than it removes from the atmosphere), coupled with rapidly evolving technologies in artificial intelligence, robotics, quantum computing and genetics, will provide unique opportunities to invest in companies that will transform the way we live. 


Her Master’s degree in Technology, Innovation and Education from the Harvard Graduate School of Education has given her insights about how to use innovation and strategic investments to close opportunity gaps and to promote inclusion.  She also holds a Master’s degree in Environmental Policy and Management and a B.S. in Finance.

Alicia Harvey, Creative Director
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Alicia Harvey

Creative Director

Alicia has 20+ years of senior leadership experience executing B2B and B2C integrated sales, marketing, and public relations strategies for non-profit and for-profit organizations. She earned a Bachelor of Arts in Hotel and Restaurant Administration and a minor in Business Management from Washington State University (GO COUGS!). Currently, she is the Director of Marketing at Museum of the Rockies, where her team executes a full suite of marketing and public relations strategies that further the museum's mission and strategic plan.

Alicia's career also includes 7+ years of leadership experience in hotel and resort management, where her passion for providing exceptional hospitality, superior customer service, and desire to anticipate a guest's need was honed.

She has the honor of serving as Chair of Montana's Governor-appointed Tourism Advisory Council which oversees the distribution of $30+ million dollars of annual Lodging Facility Use Tax ("bed tax") to six Tourism Regions and 17 Convention and Visitor Bureaus, advises the Department of Commerce relative to tourism promotion, and fulfills other functions as defined by MCA 2-15-1816. She was appointed in 2019 by Governor Steve Bullock and reappointed in 2022 by Governor Greg Gianforte.

Alicia is also member of Montana State University's Hospitality Management/Culinary Arts (HMCA) Industry Advisory Board and a Planning Committee Member for Gallatin Valley Food Bank's "Huffing for Stuffing" annual fundraiser.

Tim and Alicia have been happily together for years and married since December 31, 2018.

Professional Licenses & Certifications

  • Social Marketing Certification - HootsuiteIssued Nov 2022 Credential ID 61656567

  • Social Media Marketing - Industry Specialist – Meltwater, Issued Nov 2022. Credential ID 61641222

  • Influencer Marketing I - Industry Specialist - MeltwaterIssued Nov 2022. Credential ID 61651463

  • Hootsuite Platform Certification - HootsuiteIssued Aug 2022. Credential ID 56047373

  • Customer Experience Management Certification - ReviewTrackersIssued Mar 2017 Credential ID 10565095

  • Crucial Conversations - Crucial LearningIssued Jun 2017

  • Change Leadership - eCornellIssued Aug 2015

  • Advanced e-mail Marketer - American Marketing AssociationIssued Jan 2010

  • Hospitality Teaching Certification - Community Colleges of ArizonaIssued Jul 2000  Credential ID 22422

Professional Awards and Grants

  • MJ Murdock Charitable Trust Membership Marketing Project Grant, 2021– 2022

  • Google AdSense Annual Grant for Non-profit Marketing, 2017 – present

  • All-Star Award Winner by Constant Contact, 2017 – 2019

  • George and Helen Hartzog Award for Outstanding Volunteer Service, Glacier National Park Centennial, 2010

  • Award for Outstanding Service and Dedication, Hyatt Regency Scottsdale at Gainey Ranch, 2000

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