Brian Eicholtz

Hi, I'm Caleb, the Founder and CEO of Advanced Practice Planning, LLC and husband to a PA-C. We help PAs retire with confidence. As a husband of a PA-C and brother of a physician, I uncovered a troubling trend in the financial planning industry. Advanced Practice Providers were consistently overlooked while their physician counterparts enjoyed superior service. This disparity fueled my mission to create a solution that bridges the gap created by traditional finance, ensuring that APPs receive the attention and guidance they truly deserve.

Ian Crowe is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. In his role, he focuses on delivering personalized wealth management strategies aimed at assisting individuals, families, and businesses in achieving their financial goals. He manages custom investment strategies on a discretionary basis by selecting from a range of Merrill Lynch Wealth Management model portfolios and third-party investment options. Ian’s approach emphasizes building long-term relationships and developing comprehensive, tailored plans that align with each client’s unique objectives. He strives to simplify complex financial decisions and provide clear pathways to success, helping clients preserve and grow their wealth while concentrating on what matters most to them. He holds a Bachelor's Degree from the Oklahoma State University System and maintains the Personal Investment Advisor (PIA) designation. Ian is also involved with the Missoula Young Professionals organization. Outside of work, he enjoys activities including basketball, boxing, camping, football, golfing, horseback riding, hunting, skiing, and spending time with his family.

Daniel Kiely is a Wealth Management Advisor at Merrill Lynch Wealth Management in Missoula. He has been with Merrill Lynch since 2000, following his experience as a commodities trader at the Chicago Mercantile Exchange. Daniel focuses on total wealth management, providing strategies for multidimensional personal and business finances. He works closely with clients to understand their specific situations, establish objectives, develop strategies, make recommendations, and review progress toward their financial goals. His approach emphasizes personalized advice and access to specialized investment services offered by Merrill Lynch Wealth Management. Daniel holds a bachelor's degree from DePauw University and is a CERTIFIED FINANCIAL PLANNER™ certificant. He also holds the designations of Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His expertise includes college education planning, family wealth management strategies, legacy and philanthropic planning, portfolio management, and tax minimization. Outside of his professional role, Daniel is active in his community as a board member and past president of the Clark Fork Coalition. He lives in Missoula with his wife and enjoys fishing, music, reading, skiing, and spending time with his family.