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Stack Financial Management
  • 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
    • Insights
    • Media Library
  • Contact Us
    • Request Information
    • Careers
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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
    • Insights
    • Media Library
  • Contact Us
    • Request Information
    • Careers

Team Members

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

James Stack
Bio James Stack

James Stack

Founder & CEO

Annell Danczyk, CFA
Bio Annell Danczyk, CFA

Annell Danczyk, CFA

Director of Advisory Services
Sr. Portfolio Manager

Joe Laszewski, CFA, CPA
Bio Joe Laszewski, CFA, CPA

Joe Laszewski, CFA, CPA

Sr. Portfolio Manager

Zach Jonson, CFA
Bio Zach Jonson, CFA

Zach Jonson, CFA

Chief Investment Officer

Cathy Hetrick
Bio Cathy Hetrick

Cathy Hetrick

Vice President
Chief Compliance Officer

Jeanine Morreim
Bio Jeanine Morreim

Jeanine Morreim

Compliance Officer

Aimee Weller
Bio Aimee Weller

Aimee Weller

Sr. Client Relationship Manager

Hannah Ahmed, CFP®, CDFA®
Bio Hannah Ahmed, CFP®, CDFA®

Hannah Ahmed, CFP®, CDFA®

Sr. Wealth Strategist

Dawn Sherper
Bio Dawn Sherper

Dawn Sherper

Client Operations Manager

Katie Fisher
Bio Katie Fisher

Katie Fisher

Client Operations Advisor

Kayla Bachman
Bio Kayla Bachman

Kayla Bachman

Client Operations Advisor

Meredith Stolte
Bio Meredith Stolte

Meredith Stolte

Client Operations Associate

Lisa Stack
Bio Lisa Stack

Lisa Stack

Managing Partner

Kent Jones, CPA
Bio Kent Jones, CPA

Kent Jones, CPA

Chief Financial Officer

Renee Erickson, CPA
Bio Renee Erickson, CPA

Renee Erickson, CPA

Accountant

Andrew Porter
Bio Andrew Porter

Andrew Porter

Information Technology

Client Relationship Summary
ADV Part 2
Privacy Policy
Disclosure Statement
  • Telephone: 406-862-8000
  • E-Mail: sfm@stackfinancialmanagement.com
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Schwab is a registered broker-dealer, and is not affiliated with Stack Financial Management or any advisor(s) whose name(s) appears on this Website. Stack Financial Management is independently owned and operated. Schwab neither endorses nor recommends Stack Financial Management. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Stack Financial Management under which Schwab provides Stack Financial Management with services related to your account. Schwab does not review the Stack Financial Management Website, and makes no representation regarding the information contained in the Stack Financial Management Website, which should not be considered to be either a recommendation or a solicitation by of any offer to purchase or sell any securities.

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