Stack Financial Management
2472 Birch Glen, Suite A
Whitefish, MT 59937
Toll Free: 800-790-5001
Stack Financial Management's Client Service Team professionals, Aimee Weller, Dawn Sherper, and Katelin Ray, are committed to providing the highest level of customer service and assisting clients with any and all account maintenance requests.
Aimee Weller has been an Account Executive with Stack Financial Management since 2008. She is dedicated to providing the highest level of customer service in all aspects of account setup and maintenance. In 2013, she passed the NASD Series 65 exam and now also assists the Portfolio Management Team with trading related to rebalancing client portfolios.
Aimee graduated from the University of North Carolina at Charlotte with a degree in marketing. After graduation she held a position with CNN International in Atlanta, Georgia. Marriage took Aimee to Hawaii, where she began an eight year career in the medical billing and software industry before coming back to the mainland and starting a career with SFM.
Dawn Sherper joined the SFM Client Service Team in 2008. In addition to assisting clients with account-related requests, Dawn specializes in withdrawal processes and ensures that clients' IRA Required Minimum Distributions are met annually. She also maintains and reconciles client data in SFM's portfolio management software, including cost basis and all daily portfolio transactions.
Dawn graduated from Virginia Tech with a degree in urban planning from their School of Architecture. Dawn was previously employed overseas for the U.S. Agency for International Development and as a contractor for the U.S. Navy. She has extensive experience in Finance Operations Management and worked in the software industry for nearly a decade before joining Stack Financial Management.
Due to strong growth in recent years, SFM has added dedicated Client Service Team members to ensure our priority of top-quality customer service is met at all times. Katelin is the newest addition to the SFM team, joining in January 2014. She assists new and existing clients with opening accounts, transferring assets, and any other required account maintenance.
Katelin is a Whitefish native and graduate of Carroll College in Helena, Montana. She achieved high honors while obtaining a BA degree in both political science and psychology during her time at Carroll. After graduation, Katelin went into the legal field where she established herself among prominent law firms as a paralegal in California and Colorado. Katelin's experience in handling and preparing legal documents while building client relations as a managing paralegal provides a great foundation to complement our team at SFM.