Category: Billings

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!

12 Jan 2018

Kelly Nelson

Vice President – Investments
knelson@ffec.com
(406) 294-2807

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

Kelly grew up in Billings, MT and has worked in the financial services industry for over 20 years. After graduating from the University of Utah in 1995 with a B.S. degree in economics, Kelly became a registered representative at Fidelity Investments and has been giving sound financial advice to his clients ever since. He joined First Financial Equity Corporation (FFEC) in 2012 and continues to guide clients, from all walks of life, with investment advice and strategies to help them meet all of their financial goals. Kelly is proud to call Montana his home and spends most of his time outside of work with his wife Ginger and their 4 children.

12 Jan 2018

Mark Kennedy

Vice President – Investments
mkennedy@ffec.com
(406) 294-2823

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

Mark Kennedy is a member of the Billings FFEC office. Mark started in the financial services industry in 1979 before taking a 20 year hiatus to run a small family business.  When he returned to the financial services industry with D. A. Davidson in Billings, he saw the need for a small business focus in his practice.  Mark has firsthand knowledge of what it takes to run a small business, and the management of those hard earned dollars by that small business are principles to which he understands.  Retirement plans, annuities, long term care are all part of the package that Mark brings to the discussion.

Mark and his wife Shauna have three grown children and love life in the Big Sky country.

12 Jan 2018

Tex Janecek

Financial Advisor
tjanecek@ffec.com
(406) 294-2806

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

Tex Janecek joined First Financial Equity Corporation in December of 2009. His goal is to provide families and business owners with assistance in building their financial freedom. With the skills, knowledge, and experience required to help meet his clients’ established goals. Tex strives to reach his own personal goal of becoming a lifetime resource for each and every client.

Tex was born and raised in Oconomowoc, WI.  Upon graduation from high school, Tex attended New Mexico Military Institute in Roswell, NM and subsequently transferred to the University of Wisconsin in Oshkosh where he graduated with a BS in Public Administration. Shortly after graduation, he moved to Montana and has been a resident for 32 years.

Tex began his career in consumer finance in Milwaukee, Wisconsin and transferred to Montana as a branch manager in Billings and Butte, MT.  Tex then moved to wholesale finance, arranging financing for business inventories. He joined Duracell and, after serving Montana & Wyoming, was promoted to National Accounts and managed the Duracell franchise at a National Grocery chain. Tex left consumer sales at the end of 2002 and became securities and insurance licensed, focusing on helping clients set and achieve their goals.

Tex has two children Jodi and Brett.  In his spare time, Tex enjoys golfing, hunting, fishing, hiking, camping, boating, and horses.  He is a member of Billings Downtown Exchange Club, Life Member of the Rocky Mountain Elk Foundation, National Rifle Association, Safari Club International and is a past board member of the Family Support Network. He was recently elected as the president of the Montana SCO chapter.

12 Jan 2018

Bart Jagodzinski

Vice President – Investments
bjagodzinski@ffec.com
(406) 294-2826

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

Bart is a Vice President of Investments at First Financial Equity Corporation.  He has over 15 years of industry experience and enjoys teaching his clients the process of investing.  He works with investors in all stages of their financial journey and utilizes CPAs and attorneys to achieve client driven goals.

Bart holds a Bachelor’s degree in Business Administration from Gonzaga University with concentrations in Finance and Economics.  He has been with First Financial since 2011.    First Financial Equity Corporation is a privately held, full service investment advisory firm offering non-proprietary solutions to clients for over 30 years.

Bart Jagodzinski is a Dave Ramsey SmartVestor Pro.

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