Spitfire Financial Group

Spitfire Financial Group I help guide individuals and families toward achieving their long-term financial goals by creating personalized financial plans based on real objectives.

Whether you're a business owner planning your exit strategy, a professional preparing for retirement, or a family focused on creating a lasting legacy for future generations, our team is here to provide the attention and tailored strategies you deserve. My goals are simple: to know my clients well, to treat them with respect and to measure my success by their success. To address those goals, I dev

elop financial plans tailored specifically to the individual needs of each of my clients. I value long-lasting client relationships, and advise my clients through every stage of their financial journey.

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• Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.

• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

If you have guests at your lake house or vacation property this summer, double-check your umbrella liability coverage. A...
05/28/2026

If you have guests at your lake house or vacation property this summer, double-check your umbrella liability coverage. A quick call to your insurance provider takes 15 minutes and is one of those things you'd rather have sorted before the season is in full swing. Give our team a call if you have questions about how insurance fits into your overall financial picture: (406) 657-9621

Today, we remember the men and women who gave their lives in service to this country. We are grateful for their sacrific...
05/25/2026

Today, we remember the men and women who gave their lives in service to this country. We are grateful for their sacrifice.

Our offices are closed, and we'll be back tomorrow.

Summer is close, and so are the expenses that come with it. None of it feels like much in the moment, but it adds up fas...
05/21/2026

Summer is close, and so are the expenses that come with it. None of it feels like much in the moment, but it adds up faster than most people expect.

Before the season gets going, take 30 minutes to sketch out what summer looks like for your family and build an achievable number around it. Our Montana Summer Checklist has a few other things to think through before the summer kicks off: https://www.spitfirefinancialgroup.com/blog/your-montana-summer-checklist

The Spitfire team wants to give a big congratulations to Brian's daughter, Paityn, on her high school graduation! Here's...
05/20/2026

The Spitfire team wants to give a big congratulations to Brian's daughter, Paityn, on her high school graduation! Here's to your next chapter, Paityn! of 2026

A lot of people feel guilty when they inherit money.Guilty that they have it when someone they loved had to die for them...
05/12/2026

A lot of people feel guilty when they inherit money.
Guilty that they have it when someone they loved had to die for them to get it. Guilty if they spend it on something they enjoy. Guilty if they don't use it "right".

If you're struggling with what to do after receiving an inheritance, we can help you think it through without the weight of guilt. Give our team a call: 📞 (406) 657-9621

Address

2877 Overland Avenue, Suite B
Billings, MT
59102

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 2pm

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