WHO WE ARE
David Wigginton, CFA
President/Director of Wealth Management
David has worked in the financial services industry for over 15 years as a consultant, research analyst and data analyst. He has worked with some of the largest financial institutions and asset managers in the world, assisting them with risk management, asset allocation and investment decision making. Through a data-driven and evidence-based decision-making process, David has helped these companies increase investment returns while keeping risk at tolerable levels. David has focused on macro-economic, industry and company specific analysis and investments throughout his career. He has extensive experience with analyzing and valuing investment opportunities across numerous asset classes, sectors and geographies, including stocks, bonds and real estate.
David is a Chartered Financial Analyst (CFA) charter holder and currently has an inactive Certified Public Accountant (CPA) license. He obtained a Master’s Degree in Accountancy from the University of Notre Dame and a Bachelor’s Degree in Business with an emphasis in International Finance from Brigham Young University.
David’s hobbies include hiking, downhill skiing, scuba diving and reading. He has a passion for the investment markets and continuously pursues learning opportunities to further develop his investing knowledge and skill.
Director of Retirement Plan Services
Luke graduated from the University of Montana with high honors as a finance major. He has worked with many financial firms across the nation helping them achieve success in the group retirement market. Luke managed the Northwest US for a large financial institution managing 401(k), 403(b), profit sharing and other group retirement plans on the administrative and finance sides. In addition, he has also worked as a mergers and acquisitions consultant and has helped companies prepare for sale. As a business consultant on the sell-side, Luke helped companies increase in value by focusing on profits and losses, while developing and implementing strategies to grow revenues. After years of working in the city as a group retirement plan specialist and business consultant, Luke has returned home where he can offer his experience to companies in Montana. His hobbies include market research and has a love for the outdoors.