Webinars/Seminars

Keith grew up farming in northcentral Montana. Much of his Great Falls legal practice is devoted to helping clients protect their families and their wealth during the transition of their farms and ranches to the next generation. Keith has given numerous executive briefings on these topics to CPAs and other professionals, as well as farmers and ranchers.

Dan grew up on a farm/ranch in Montana and keeps his hands in it today. With more than three decades as a well-respected accountant, Dan has seen an in-crease in the need for specialized services relating to the financial success of clients. To anticipate and meet those needs, Dan strives always to provide top-level services that enhance the financial decision-making and futures of his individual and business clients. This year we are looking forward to Bonnie Robertson, CPA from JCCS, P.C. joining us.

Jared has supported farmers and ranchers for well over 20 years. Having a strong interest in finance strategy and overall planning has allowed him to be an astute mentor and guide for his clients. He helps them reach their goals through building a relationships developing mutual respect and confidence that he will work tirelessly for his clients’ best interest and future.