Joe Klempel
ASSOCIATE VICE PRESIDENT - WEALTH ADVISOR
I believe you should have total confidence in the advice you receive and the decision you make with your money. As a financial advisor, I always start by understanding your values and ensuring that your short and long-term goals point back to those values. Early on we will discover what’s important to you as the starting point and compass for the financial planning process. This will provide you with a clear, comforting vision of the future and guide your investment decisions today.
I enjoy building strong relationships with my clients and keeping a pulse on their life events no matter what season they are in. Whether it’s bringing a new baby home, sending children off to college, paying off your mortgage or mourning the loss of a spouse, I make it a priority to stay connected with my clients and stand ready to serve when they need it most. Having a strong relationship with your advisor will result in better communication and better understanding when tough decisions stand in your path. The most important thing to me is that my clients feel heard, and that all recommendations are given based on what they hold important and what fits their needs, wants, and goals.
I grew up on my family’s cattle ranch in Eastern Montana and graduated from MSU-Bozeman with a degree in Agricultural Education. In 2020, after an 11-year career in the energy services industry, I followed my passion for teaching into the financial advising world. Today, I live in Helena, Montana with my wife, Courtney, and our three children. When I’m not advising clients, I enjoy coaching my children’s sports and spending time in God’s creation hunting and fishing.