Daniel Kiely

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.

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.