Caitlin Bentz, FPQP® CRPS®

Mrs. Bentz has been dedicated to providing outstanding client support, marketing and implementing team policies, and ensuring compliance since she joined the firm in May 2008.

She has earned the FPQP® and CRPS® (Chartered Retirement Plans Specialist) designations and is a securities licensed administrative assistant.

Mrs. Bentz is a graduate of Montana State University-Bozeman with a Bachelor of Arts in English Literature.