Ian Crowe

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.

Brian Eicholtz is the Resident Director and Wealth Management Advisor at Merrill, based in Missoula, Montana. He works closely with individuals, couples, and families, particularly focusing on the career-building generation and retirees, to help them build, preserve, and manage their wealth. His expertise includes portfolio management, retirement income planning, college education planning, legacy planning, socially responsible investing, tax minimization, and individual and corporate investment strategies. Brian oversees portfolio strategy creation, client relationship management, and team strategy development. He holds the Certified Plan Fiduciary Advisor® (CPFA™) designation, along with the Personal Investment Advisor (PIA) and Retirement Accredited Financial Advisor (RAFA) credentials. Brian began his career at Merrill in 2010 and joined the team led by Kimberly Roth, his mother-in-law, in 2013 after earning both his bachelor's and master's degrees from the University of Montana. He has been recognized on multiple occasions by Forbes as one of the Best-in-State Wealth Advisors and for next-generation advisory excellence. Brian’s approach is highly personalized and collaborative, grounded in an understanding of clients as individuals and families. His team values long-term relationships, offering attentive and reliable service supported by their experience as a family-based practice. Outside of his professional life, Brian lives in Missoula with his wife Danielle and their two daughters. He enjoys outdoor activities such as biking, fishing, and skiing and is involved with Big Brothers and Big Sisters of Missoula. Brian aims to simplify clients’ financial lives so they can focus on what matters most to them, maintaining a commitment to reliability and personalized service.

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.