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Kami Stevenson, Financial Advisor

FINANCIAL ADVISOR
Kami Stevenson

330 11th Ave, Helena, MT 59601opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Wealth Strategies

About Kami

What are your lifelong dreams? It is to retire early? Start a business? Leave a legacy to your children or grandchildren? Purchase a vacation home? Whatever it may be, my passion is to help clients reach their dreams.

I was born and raised in Eastern Montana by a father who spent his career as a financial advisor with Edward Jones. From a young age, I learned the value of partnering with a financial professional to build a future and maintain financial well-being.

I utilize an established process that begins with getting to know my clients. I want to understand their...

Work History

  • Edward JonesJanuary 2024 to Current
  • Helena Septic, LCCJune 2020 to November 2023

Education

  • Montana State Univ-BozemanBachelor of Science

Send Me a Message

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Office Information

Phone

(406) 558-2290

Fax

(877) 579-4670

Office Address

330 11th Ave
Helena, MT 59601opens in a new window

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