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  • Who We Are
    • About Us
    • Our Team
  • What We Do
    • Investment Offerings
    • Client Map
  • Why We Are Different
    • Philosophy
    • Portfolio Management
    • Culture
    • Recognition
  • Resource Center
    • Wealth Planning
    • Estate Planning
    • Investment Insights
    • Firm News
  • Contact Us
    • Request Information
    • Careers
  • Client Portal
  • Toggle website search
  • Form CRS/ADV
  • Important Disclosures

Team Members

Stack Financial Management is a boutique Independent Registered Investment Advisor (RIA) serving a national clientele from our office in Whitefish, Montana.

Read more about the article James Stack
BioJames Stack

James Stack

Founder & CEO

Read more about the article Annell Danczyk, CFA
BioAnnell Danczyk, CFA

Annell Danczyk, CFA

Vice President &
Sr. Portfolio Manager

Read more about the article Zach Jonson, CFA
BioZach Jonson, CFA

Zach Jonson, CFA

Chief Investment Officer

Read more about the article Joe Laszewski, CFA, CPA
BioJoe Laszewski, CFA, CPA

Joe Laszewski, CFA, CPA

Sr. Portfolio Manager

Read more about the article Dillon Manley, CFP®
BioDillon Manley, CFP®

Dillon Manley, CFP®

Wealth Strategist

Read more about the article Jeanine Morreim, CPA, IACCP®
BioJeanine Morreim, CPA, IACCP®

Jeanine Morreim, CPA, IACCP®

Chief Compliance Officer

Read more about the article Kaylee Bass
BioKaylee Bass

Kaylee Bass

Finance & Accounting Officer

Read more about the article Andrew Porter, CISSP®
BioAndrew Porter, CISSP®

Andrew Porter, CISSP®

Chief Information Security Officer

Read more about the article Aimee Weller
BioAimee Weller

Aimee Weller

Director of Client Relations

Read more about the article Kayla Bachman
BioKayla Bachman

Kayla Bachman

Sr. Client Relationship Specialist

Read more about the article Shawna Sanders
BioShawna Sanders

Shawna Sanders

Client Relationship Specialist

Read more about the article Ben Hayes, SHRM-CP®
BioBen Hayes, SHRM-CP®

Ben Hayes, SHRM-CP®

Client Relationship Specialist

Read more about the article Cathy Hetrick
BioCathy Hetrick

Cathy Hetrick

Managing Partner

Read more about the article Lisa Stack
BioLisa Stack

Lisa Stack

Managing Partner

Read more about the article Kent Jones, CPA
BioKent Jones, CPA

Kent Jones, CPA

Chief Financial Officer

Read more about the article Gabriel Layton
BioGabriel Layton

Gabriel Layton

Facility Operations & Maintenance

Client Relationship Summary
ADV Part 2A
Privacy Policy
Important Disclosures
  • Telephone: 406-862-8000
  • E-Mail: sfm@stackfinancialmanagement.com
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