News & Announcements

Derek and Lucy Welcome Cayla Ann into the World!

Derek and Lucy (Lapito) Aspinwall are thrilled to welcome another member to the family!

Cayla Ann Aspinwall was born at 8:11 am on July 17th and was 8.3lbs and 20.5 inches […]

News & Announcements|

Have You Seen the New Investor 360°®?

We are thrilled to let you know about the new Investor360°® – giving you a faster, easier, and more intuitive way to view your complete financial picture.

A host of new […]

News & Announcements|

Half Time Report – July 28/29

Be on the lookout for your invitation in the mail. You won’t want to miss this!
You are invited to join us for a short analysis of this year’s market events […]

News & Announcements, Uncategorized|

Gabe Named in 40 Under Forty

Congratulation Gabe on being included in Billings Gazette’s 40 Under Forty! See the write up featured in the Gazette below.
See original article in the Billings Gazette.

Some recent and near retirees […]

News & Announcements|

Forecast 2014 – MAR 3/4

We will discuss how experts fared with their 2013 predictions, what they are saying about 2014, and how we plan to take advantage of opportunities within the markets.
BILLINGS
Monday, March 3rd 6:00p.m.
Montana […]

News & Announcements|

Gabe Named in REP. Magazine’s “Top Next Gen IBD Advisors” List

Congratulations to Gabe on being named to REP. magazine’s “Top Next Gen IBD Advisors” list for 2014. The list, published in REP.’s January 2014 issue, honors Gabe as #39 of […]

News & Announcements|

SRP does United Way Day of Caring

Day of Caring 2013 celebrated 21 years with 708 volunteers and 73 projects across Yellowstone County giving an estimated 1,827 hours of service. In one day, 35 nonprofits received a total of $40,460.85 worth of volunteer impact.

Each year SRP chooses a local charity to […]

News & Announcements|

Barron’s Top 1,000 Advisors

Leo Lapito Named One of Barron’s Top 1,000 Advisors
Congratulations to Leo Lapito on being named to Barron’s list of America’s Top 1,000 Financial Advisors for the third year in a row.

To compile its annual […]

News & Announcements|