Hillary loves working with and getting to know clients in the Billings, Montana office. Her responsibilities include supporting the Billings advisor team in operations and administration, as well as serving as a liaison with Charles Schwab custodial services.
Hillary joined Loveless Wealth Management in June 2019. Loveless was acquired by Dakota Wealth Management in July 2022.
Hillary earned a Master of Arts in Music from the University of Birmingham U.K. in 2018, and a Bachelor of Music from the University of Montana in 2015.
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Dakota Wealth Management
Dakota Wealth Management is an independent investment management firm serving high-net-worth individuals, families, and institutions.