Client Login

web cam views of Big Mountain

SFM Office

view of Big Mountain

View Live Stream

Stack Financial Management
625 Wisconsin Avenue
Whitefish, MT 59937
Toll Free: 800-790-5001
Fax: 800-798-6889
E-mail Us


SFM Client Service Team

Stack Financial Management's Client Service Team professionals, Aimee Weller, Dawn Sherper, and Katie Fisher, are committed to providing the highest level of customer service and assisting clients with any and all account maintenance requests.

Aimee Weller – Account Executive

Meet Aimee Weller

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 – Account Executive

Meet Dawn Sherper

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.

Katie Fisher – Account Executive

Meet Katie Fisher

Strong growth in recent years has propelled SFM to expand its Client Service Team to ensure our priority of top-quality customer service is met at all times. Katie Fisher, the newest addition to our team, joined the firm in 2017 with over 12 years of seasoned experience at a financial institution headquartered in Colorado. Committed to exceptional customer service, Katie assists new and existing clients with opening accounts, transferring assets, and all other facets of account maintenance.

Katie earned a bachelor of science degree from Abilene Christian University. She brings to SFM a wealth of experience in a multitude of financial settings, including IRA account management, data center computer operations, and Internet cash management software.

Please review Important Disclosure Information

Investments reside at an independent custodial institution. The client maintains free and clear ownership of portfolio assets at all times.