Erin M. Steele

Erin M. Steele

Financial Advisor

At the heart of every wealth management plan is a person, a story and most often a family. A fourth-generation Montanan, Erin Steele recognizes how decisions today impact a client's vision of tomorrow. Planning for retirement, the birth of a child and starting a business, all involve important considerations. Growing up in the beautiful Flathead Valley and alumni of the University of Montana, Erin started in financial services in 2008.  Outside of the office Erin pursues her passion of all things outdoors with her family, gardening and attempts to replicate her grandmother's apple pie recipe.
 

For investments, she helps clients set up and maintain:

  • General Investment Accounts
  • College Savings, 529
  • Retirement Plans, Including, but not limited to:
    • IRA’s
    • Roth IRA’s
    • 401k’s,
    • 403b’s
    • SIMPLE IRA’s
    • SEP IRA’s

For insurance, Erin assists clients with:

  • Life Insurance
  • Disability Income
  • Long Term Care
  • Annuities

Licenses

  • FINRA 7, 66
  • Montana Life & Disability Insurance License

Erin’s awards and Community Involvement:

  • 2016 Flying High awarded by Missoula Businesswomen’s Network
  • Missoula Businesswomen’s Network – 8 years
    • Past Membership Director – 3 years
  • Women’s Symposium Committee – 2 years
    • Past Sponsorship Chair – 2 years
  • Relay for Life team member – 2 years
  • Missoula Building Industry Association Christmas Charity Committee – 3 years
  • Member SpectrUM – 5 years
  • YWCA dinner volunteer – 5 years
  • YWCA annual luncheon table captain - 1 year 
  • Leadership Missoula 32 Class, Chamber of Commerce 2014-15
  • Missoula Food Bank volunteer - 5 years 
  • YMCA Youth Soccer Coach – 1 year
  • Missoula High School Speech & Debate Judge – 6 years
  • homeWORD - volunteer speaker - 1 year 
  • Rattlesnake Elementary PTA volunteer – 5 years
  • Missoula Children’s Theatre Board Member - 1 year 
Phone 406-549-6718
Fax 406-543-3112
Mobile Phone 406-241-1586