Meet the Bozeman branch
Shore to Summit has a branch located in Bozeman, MT. Meet our associates and get in touch using the contact information listed below.
- 105 East Oak Street, Unit 1A
Bozeman, MT 59715
Scott L. Brown, CFP®, CIMA®, CRPC®
Scott co-founded Shore to Summit Wealth Management in 2017 after a successful career with Merrill Lynch. Scott has more than 25 years of experience helping his valued clients reach both their financial goals and life goals. He has served his country as a captain in the U.S. Army Reserve. Scott earned his bachelor's degree from Salisbury University and has earned the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards. Additionally, he holds the Certified Investment Management Analyst ® and Chartered Retirement Planning Counselor® designations. Scott was named as one of the Barron's Top 1,000 Financial Advisors1 in 2011, 2012, and 2013 and was named as one of the Forbes Best-In-State Wealth Advisors2 in 2020, 2021 and 2024 for Montana. In 2024 he was also named by AdvisorHub as a 2024 150 Advisors to Watch over $1BIL3. He has also been a proud member of the Investments & Wealth Institute since 2004.
Scott lives in Bozeman, MT, with his wife, Kelly, and their two children, Liam and Logan. He enjoys Alpine and Nordic skiing, hiking, biking, golfing, fishing, and coaching for the Bozeman Lacrosse Club. Scott is also active in his church and involved with several local nonprofit organizations.
CA Insurance License Number: OK21555, Resident State MT
1 2013 Barron’s Top 1,000 Financial Advisors: Awarded February 2013; Data Compiled by Barron's based on the time period from Oct. 2011 - Sept. 2012 (Source: Barrons.com). 2012 Barron’s Top 1,000 Financial Advisors: Awarded February 2012; Data Compiled by Barron's based on the time period from Oct. 2010 - Sept. 2011 (Source: Barrons.com). 2011 Barron’s Top 1,000 Financial Advisors: Awarded February 2011; Data Compiled by Barron's based on the time period from Oct. 2009 - Sept. 2010 (Source: Barrons.com). The Barron’s Top 1,000 Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com). 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
3 2024 AdvisorHub Advisors to Watch: Awarded June 2024; Data compiled by AdvisorHub based on the time period from 12/31/22 - 12/31/23 (Source: AdvisorHub). The AdvisorHub 2024 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. A2W winners are then ranked into subcategories based on scale, growth and professionalism with each winner being ranked into only one subcategory. The 150 Advisors over $1Bil ranking is a subcategory of the AdvisorHub 2024 Advisors to Watch rating and does not denote an additional rating. 1987 wealth managers were considered for the rating; 1000 (50.3% percent of candidates) were named 2024 AdvisorHub Advisors to Watch
Daniel Hitchcock
Dan specializes in helping individuals plan for – and achieve – all their wealth goals while also helping to build and manage successful retirement plans for business owners and their employees.
Dan has focused on helping clients achieve their near- and long-term financial goals for more than 30 years. He started his financial services career in 1987 with Citigroup Inc. and stayed with them and their successive owners – Shearson Lehman, Smith Barney, and Morgan Stanley – until founding Wealth Solutions of Montana, LLC (an affiliate of Wells Fargo Advisors Financial Network) in 2009. Prior to being an advisor, Dan worked in public accounting and private business. He received his bachelor’s degree from Montana State University and is licensed as a Certified Public Accountant. Dan was recognized as a 2020 The Platinum Council Member (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
Dan has been married to his wife, Julie, for 30 years. They have two daughters, Hayley and Jenna. When he’s not in the office, Dan enjoys skiing, golfing, traveling, and racket sports.
Charles “Chuck” Smith
Charles "Chuck" Smith, Managing Partner with Shore to Summit Wealth Management, has created a life focused on service to others, first in the military, then as a financial advisor, branch and market leader, partner at a leading wealth management firm and most recently as an advocate and bone marrow donor. This is not by accident. Charles thrives on making a difference in the lives of others and is intentional about striving to achieve that. It is what drives him to be his best every day, for his clients and his community. After a more than 10-year career with the U.S. Marines, Charles entered the financial industry in 2003 where for the last 20 years he has built a reputation as an experienced, dynamic, and empathetic leader with an unflagging commitment to doing the right thing for his advisors and clients.
Charles is a servant leader and enthusiastic veteran’s advocate, participating in the U.S. Chamber of Commerce Foundation’s Hiring Our Heroes initiative and as a Chairman of the mission-based Semper Fi Society of St. Louis. He recently had the honor of becoming a TED Talk speaker on the topic of veteran suicide. He felt compelled to raise awareness of this issue following the death by suicide of his own executive officer in May 2019. In honor of his mother, who died of cancer in 1999, Charles participated as a registered bone marrow donor with the C.W. Bill Young Department of Defense Salute to Life program. He has been called to donate four times to date and was twice matched as a donor.
Born in New York City, Charles has lived all over the country, thanks to his military career. He is a proud dad of three children, spending time with his family, cycling, running and being outdoors. Charles is known for cooking impressive barbecues and seafood boils for family and friends. Often too tired to eat his own meals, he cooks to bring people together with food and making them happy gives him great personal satisfaction and joy.
Ken Jubert
Ken Jubert, Managing Partner, Strategic Growth, brings over 18 years of success as an innovative divisional business leader to Shore to Summit Wealth Management, LLC. Prior to joining Shore to Summit Wealth Management, Ken spent the last 15 years as a divisional and regional leader within Wells Fargo Advisors. He last served as Regional Head, Senior Vice President for Wells Fargo Advisors Financial Network growing and managing the Western Division and select states within the Central Division.
Ken Brings a wealth of talent in growing and managing divisions and business units including expertise in business development, recruiting, mergers & acquisitions and relationship management to our rapidly growing wealth management partnership. Ken had been a trusted partner during his tenure at Wells Fargo Advisors Financial Network to Shore to Summit having played a key role in recruiting our founders Scott Brown, CEO & Co-Founder and Ben Spiker, COO & Co-Founder to WFA Financial Network from Merrill Lynch in 2017. We are looking forward to Ken's unique perspective on enhancing culture and building relationships. Prior to his wealth management career Ken spent over 15 years in Information Technology helping customers build, run and secure hardware and software applications.
Ken resides in Portland, OR and is an avid enthusiast of vintage cars, watches, and art. Originally from Ohio, he has embraced the outdoor lifestyle of the Pacific Northwest and enjoys hiking, biking, camping, golfing and most recently he has added Latin dancing to his activities. Ken is active in the Portland and Seattle art communities and is a member of the Black African American Advisor Association and National Sales Network.
Ken earned his bachelor’s degree in business administration from Wittenberg University in Springfield, Ohio.
Brant M. Wiehardt
Brant Wiehardt is an Associate Vice President and Financial Advisor at Shore To Summit Wealth Management in Bozeman, Montana. He joined Shore to Summit in 2023 with 12 years of financial services experience. He enjoys working with busy and successful individuals and families across the country who are unique in their circumstances yet similar in recognizing the value of having a dedicated financial advisor on their side.
He is committed to helping clients realize their personal and deeply held aspirations at every stage of life. Whether those goals revolve around preserving wealth, maintaining a current lifestyle throughout retirement, or passing wealth on to children and grandchildren, Brant begins every relationship with conversations to learn as much as he possible can about you and your family.
Passionate about educating clients in easy-to-understand language, Brant strives to keep them focused on their goals and can help moderate the emotions that can undermine a successful wealth management strategy. Brant sees every interaction as an opportunity to listen and learn. It is his intention to be a financial resource and help clients make informed decisions about their money—today and in the future.
Brant earned his Bachelor’s degree in business administration from the University of Arizona in Tucson. Brant is a member of the National Association of Plan Advisors.
Brant and his wife, Katie, reside in Bozeman, with their two sons, Chapman and Tate, and family dog, Stormy. He enjoys spending time in the backcountry, skiing, mountain biking and hunting as well as floating and fishing Montana’s rivers. Brant formerly coached his sons’ various youth sports teams and today he enjoys watching their school and AAU basketball games. He also supports Bozeman Help Center, an organization dedicated to providing mental health and crisis intervention services in the local community.
CA Insurance License OH53084, Resident State MT
Kelly M. Brown, CRPC®
Kelly joined Shore to Summit Wealth Management in 2017 as Vice President specializing in retirement planning and client relationships.
She has worked with CEO, Scott Brown and COO, Ben Spiker for over 20 years and has more than 30 years of experience helping clients to achieve their financial goals. Kelly's prior positions include roles with Merrill Lynch, Smith Barney, and Johnston Lemon. She earned her bachelor's degree from the University of Maryland and holds the Chartered Retirement Planning CounselorSM designation.
Kelly resides in Bozeman, MT, with her husband, Scott, and their two children, Liam and Logan. She enjoys spending time with her family skiing, hiking, golfing, and playing paddle ball.
Scott G. Dohm , CRPC®
Scott joined Shore to Summit Wealth Management in 2020 after beginning his career as a Licensed Personal Banker with Wells Fargo Bank, N.A. in 2017.
Today, Scott’s role is to gather in-depth financial information from new and existing clients to assist in the investment planning process – both now and during retirement. He enjoys learning about the impact world events have on the financial industry and the economy.
Scott enjoys golfing, snowboarding, and being on the river in the summertime. He is originally from Bismarck, ND, and earned degrees in finance and business administration from Carroll College in Helena, MT.
Cullen Henley
Cullen Henley, recently joined the Shore to Summit Wealth Management (STSWM) team as a Client Relationship Manager in the summer of 2024. He studied International Taxation and Law at the European Business School in Germany and furthered his academic studies at the University of College Cork in Ireland. He graduated with Honors from the University of Montana’s Business School with degrees in International Business and Finance. Cullen has now returned to his hometown of Bozeman, Montana.
Cullen began his career in wealth management during his internship at the Royal Bank of Canada (RBC) in Missoula, Montana. Cullen’s role as Client Relationship Manager builds on the skills he developed at RBC, managing client relations, and providing individualized financial analysis. Furthermore, the client-centered nature of his position at STSWM dovetails nicely with his previous experience selling real estate in Big Sky, Montana’s highly competitive market, and working with high-net worth clients while also working as a ski instructor at the Yellowstone Club.
As a native Montanan, Cullen enjoys all the typical activities this beautiful state offers. In the winter, Cullen can frequently be found skiing and snowmobiling. During the warmer months, Cullen enjoys golfing, hiking, and waterskiing.
Kim Arthur
Kim gained valuable experience in the insurance industry from 2007 through 2013 before joining Wells Fargo Advisors Financial Network in 2013. As a Operations Manager at Shore to Summit, Kim provides professional support in handling client requests and all administrative and service-related matters.
Her proficiency and attention to detail, experience in office management, and outstanding customer service skills make her a great asset to the group and our clients.
Outside the office, Kim enjoys family time, spending time in her community, hiking, fishing, and tending to her garden and small farm in Paradise Valley.