A career Montanan with a strong passion for helping others, Ty has spent his 20-year financial career doing so through his strategic work in financial planning. Continuously striving for his clients to have an unmatched experience, Ty always encourages clients to ask questions to ensure they are getting truly what they are looking for in a financial planning firm.
Ty was introduced to the power of mathematical concepts at a young age by his father, who was a math teacher. Taking that fascination further, Ty attended Montana State University and earned his Bachelor's Degree in Accounting and Business Management.
Ty is most proud of the moments when he is celebrating a milestone achievement with a client, receiving a glowing referral from clients to a friend or a member of their family, or seeing the confidence and appreciation his clients feel after he’s created a financial plan that helps them achieve their goals.
In his free time, Ty enjoys spending time outdoors, catching a Montana State University football game and traveling with his wife, Marca and their four children.
While Ryan brings more than 17 years’ experience as a financial advisor, his experience in the financial services industry spans several decades. He was introduced to stocks and bonds at a very young age by his parents and took this passion to the University of Montana where he completed an internship with a local financial advisor while earning a bachelor’s degree in Business Management and Marketing.
With his extensive expertise in financial and retirement planning, Ryan assists clients with behavioral finances by discovering where they want to be and then providing the map and compass to reach their destination. Knowing plans sometimes change and understanding how successful long-term financial plans should never be stagnant, Ryan stays in close contact with clients to be sure their plan continues to evolve with market and life changes in order to best meet their financial goals and dreams.
In his free time, Ryan is involved in multiple specialty automotive clubs, including Billings Drag Racing, and enjoys skiing, snowmobiling and spending time outside exploring Montana with his family. He has served on a variety of non-profit boards and commissions including the City of Billings Zoning Commission Board and NAMI Billings.
Clients can rest assured that Ryan is continuously analyzing financial strategies and striving to provide a customized experience for each individual that he serves.
Bringing over thirty years’ experience working in a variety of positions within the Financial Services industry, Lee Ann brings a high level of experience and integrity to her work at True North Financial. With her deep knowledge and understanding of the unique and varied needs of each client, Lee Ann is laser-focused on understanding her client’s goals and designing a tailored plan to meet these objectives.
Lee Ann received her Bachelor of Science in Business Administration from Montana State University-Billings. She has continued her studies in Financial Planning through the College of Financial Planning, earning her Certificate in Financial Planning and a Master of Science in Personal Financial Planning and Services.
Lee Ann lives our core values by bringing passion, expertise and integrity to her clients every step of the journey. She understands that all life situations are different and that sometimes detours appear that take us off course. Lee Ann takes great care in helping people navigate those life events while keeping them on task to achieve their financial goals.
In her spare time, Lee Ann enjoys the outdoors and is an avid wogger (walker/jogger) who completed the Montana half marathon under her goal time of 3 hours. She brings this same goal-orientation to her clients, and friends and family, helping them set financial goals and creating a plan to work toward them, no matter where they are starting in the journey.
It is never too early or late to begin working on establishing your financial goals and working towards them. Lee Ann and the team at True North Financial can offer you the plan and support to get you started.