Chisum is an experienced administrative professional with a strong foundation in economics and business. He holds a Bachelor of Science in Economics from Montana State University, Billings, and an MBA from the University of Montana. He also holds the FINRA Series 65 license. Chisum’s career in the wealth management industry began in 2000, with prior experience at renowned firms like Merrill Lynch and UBS.
A Billings, MT native, Chisum is passionate about assisting advisors, finding the greatest satisfaction in watching a well-crafted financial plan come to life. He thrives on the challenge of turning complex situations into clear, actionable plans that bring real results.
Outside of work, Chisum is a devoted dog lover and enjoys spending his free time playing golf, traveling, and cooking. Whether it's exploring new destinations, perfecting a recipe, or enjoying a round of golf, he believes in embracing life to the fullest.