Our Team
JOHN MICHAEL KNOPIK
CFP® / CPA / MBA
John Michael is an accounting and finance graduate of Carroll College and a MBA degree holder from Colorado State University. John Michael also is a Certified Financial Planner (CFP®) and maintains a CPA license in the state of Montana. His finance experience ranges from corporate finance positions within large, publicly traded companies to assisting individuals optimize their personal assets. He lives in the Flathead Valley with his wife and three sons and is active in various local community organizations.
We Are
Different
Did you know there is an important difference between your typical financial services broker and our firm? Discover how our Fee-Only approach sets us apart.
“
The essence of investment management is the management of risk, not the management of returns.
– Benjamin Graham
