Category: Billings

10 Jun 2019

Mark DeBourg

Vice President – Investments
mdebourg@ffec.com
(406) 294-2808

Billings Office
Transwestern Plaza III
550 North 31st Street, Suite 500
Billings, MT 59101
(866) 637-8132  |  (406) 294-2808

Mark is a native Montanan born in Billings. He attended high school in town at Billings Skyview. He then graduated from the University of Montana in 1993 with a BS in Business Administration.

After working in a variety of locations and industries after college, Mark started his career in the wealth management industry in 1998. He joined Invesco Ltd. In Houston, Texas. After a couple years in the home office, he was able to relocate back to Montana where he represented the firm until May of 2019.

Mark and his wife, Kim, have 3 children. Olivia is in nursing school at the University of Montana. Ava is a sophomore in high school. Jack, the youngest, is in 7th grade.

Mark is excited to bring his background and experience to the team of Troy Bruce. He is joining existing team members Isaac Orth and Peggy Bridges.

When Mark isn’t working, he enjoys taking in his kids’ activities, skiing, fishing, and generally enjoying the outdoors.

29 Jun 2018

Troy Bruce

Senior Vice President-Investments
tbruce@ffec.com
(406) 384-5117

Billings Office
Transwestern Plaza III
550 North 31st Street, Suite 500
Billings, MT 59101
(866) 637-8132 |  (406) 294-2808

Troy has lead a very distinguished career as a financial advisor for over 19 years in Billings, MT. Troy and his wife Amy have been married for 10 years. In his free time he enjoys sports with his two children, Bailey and Brennen.

28 Jan 2018

Isaac Orth

Vice President – Investments
iorth@ffec.com
(406) 384-5116

Billings Office
Transwestern Plaza III
550 North 31st Street, Suite 500
Billings, MT 59101
(866) 637-8132 |  (406) 294-2808

Isaac Orth is Vice President of investments at First Financial Equity Corporation in Billings, MT.  He joined First Financial in June of 2018 and is a partner in a financial planning team in Billings called Peak Financial Management. Isaac holds a Bachelor’s degree from Sul Ross State University in Alpine Texas and is certified Dave Ramsey SmartVestor pro.

Isaac strives to build relationships with his clients by focusing on a holistic, partnership-based approach to financial planning and education.

A Montana native, Isaac is family and church-centered and enjoys outdoor activities with his wife and two boys.

12 Jan 2018

Dale Westermark

Vice President – Investments
dwestermark@ffec.com
(406) 294-2824

Billings Office
Transwestern Plaza III
550 North 31st Street, Suite 500
Billings, MT 59101
(866) 637-8132  |  (406) 294-2808

Dale Westermark has been in the Banking/Investment Industry since 1976; specializing the last 20 years in investments. Dale believes in a long term approach through dividend paying securities and diversification. His goal is to help his clients meet their financial needs.

Dale was born in Shelby, MT. and has lived in Montana all of his life. He graduated from Rocky Mountain College in Billings.

12 Jan 2018

Donell Small

Vice President – Investments
dsmall@ffec.com
(406) 294-2813

Billings Office
Transwestern Plaza III
550 North 31st Street, Suite 500
Billings, MT 59101
(866) 637-8132  |  (406) 294-2808

Donell was born in Sedro Wooley, Washington. His family moved to Billings Montana in 1967 and he has stayed here ever since attending Billings Public Schools and Eastern Montana College.  With all of his connections in Montana, he believes Montana truly is “the last best place”.

Donell began his career in financial services with Dean Witter.  After a short stint with another firm, he jumped at the chance to join First Financial Equity Corporation (FFEC) where he has the latitude to work with the clients of his choosing without the constraints of the large firms.

Donell focuses on wealth accumulation, small business retirement plans and generating income through investments.

Donell married his high school sweetheart in 1982 and has 2 grown children. He is a member of the Kappa Sigma Fraternity, NRA, has served on the boards of the Beartooth Nature Center, Red Lodge Festival of Nations and Montana District #1 Little League. In addition, he is a longtime supporter of The Boy Scouts, Little League Baseball, and the music department of the Billings School District.

Outside of the office Donell enjoys playing the bagpipe, curling, golfing, fishing, hunting, skiing, camping and spending time with friends and family.

12 Jan 2018

Rachel Sitzman Bonner

Billings Office Branch Manager
rachels@ffec.com
(406) 294-2808

Billings Office
Transwestern Plaza III
550 North 31st Street, Suite 500
Billings, MT 59101
(866) 637-8132  |  (406) 294-2808

Rachel is the Branch Manager of First Financial Equity Corporation’s Billings, Mont. location as well as Casper, Wyo. and Fargo, N.D.. She has over 10 years’ experience in the Financial Services Industry. Her career began as a financial advisor at Morgan Stanley in Lincoln, Neb. Rachel currently serves her clients in the Sitzman Bonner Wealth Management Group.

Rachel holds a Bachelor of Fine Arts from New School University in New York, New York.

CRD# 4097232

12 Jan 2018

James Shaver

Vice President – Investments
jshaver@ffec.com
(406) 294-2808

Billings Office
Transwestern Plaza III
550 North 31st Street, Suite 500
Billings, MT 59101
(866) 637-8132  |  (406) 294-2808

Jim Shaver has over 23 years experience in the financial services industry, having worked at Merrill Lynch and Smith Barney prior to joining First Financial Equity Corporation. Jim has a B.S. degree from the University of Oregon and an MBA degree from Denver University. Jim is a Vietnam veteran, and served in the United States Marine Corps for four years. Jim is a Montana native and is married to Barbara. He is the proud father of four children.

12 Jan 2018

Steve Rundle

Vice President – Investments
srundle@ffec.com
(406) 294-2808

Billings Office
Transwestern Plaza III
550 North 31st Street, Suite 500
Billings, MT 59101
(866) 637-8132  |  (406) 294-2808

After graduating from MSU/UM Business School in 1970, Steve Rundle followed his interest in the real estate profession to the Twin Cities, Colorado Springs and Denver areas until 1977. When Kaiser Cement offered a sales career back in Steve’s preferred home state of Montana, it was heartily accepted. This venture was enjoyed for nearly ten years, meeting and dealing with people all over the state.

In 1986, Steve began his brokerage career in Billings with Paine Webber, which later morphed into UBS. In the spring of 2009, he made the move to First Financial Equity Corporation (FFEC) featuring a promising new business model and quality people to match. FFEC strives to provide his clients with efficient, effective solutions to assist them in meeting their financial objectives.

12 Jan 2018

Jesse Norman

Vice President – Investments
jnorman@ffec.com
(406) 294-2810

Billings Office
Transwestern Plaza III
550 North 31st Street, Suite 500
Billings, MT 59101
(866) 637-8132  |  (406) 294-2808

Jesse has more than a decade of experience in the financial services industry during some very interesting times and eventful markets. He earned a Business Administration degree with an option in Management from Montana State University-Billings. Jesse is a successful graduate of the Morgan Stanley Professional Foundations Program. Through additional training, he attained an ERISA 408(g) Advisor certificate. Jesse offers wealth building services with access to a multitude of available products within First Financial Equity Corporation (FFEC), a privately-held firm. Jesse practices a long-term strategy by recommending buying and holding quality businesses and uses a few outside money managers who do the same. Similarly, Jesse can offer numerous potentially tax-free solutions as well, including funds that invest in quality municipal bonds from financially secure states.

Jesse’s goal is to become an important part of a client’s life and family. His clients are business owners, property owners, professionals, and individuals of any age in all walks of life. Jesse has clients who are beginning to plan for retirement as well as those who are succeeding during retirement. At the end of the day, Jesse truly respects and cares for each of clients!

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