Mountain Wealth Management, LLC

Thomas White is a financial advisor at Mountain Wealth Management, LLC with 19 years of industry experience. He holds the Series 66 designation and previously worked at Merrill Lynch Bank of America and Bank of America N.A. Outside of his advisory role, he serves as an officer and board member of the Bobcat Quarterback Club, a nonprofit organization affiliated with Montana State University. Mountain Wealth Management provides discretionary portfolio management and financial planning services to individuals, including high-net-worth clients, as well as certain corporate entities. The firm employs an investment approach based on Modern Portfolio Theory and long-term trading, utilizing individualized Investment Policy Statements and a range of investment vehicles, including ETFs, mutual funds, and alternative assets.

Jesse Radoslovich is a financial advisor at Mountain Wealth Management, LLC with five years of industry experience. He holds the Series 66 designation and has worked at firms including Arkell Asset Management and McLeod Insurance Services. Outside of advising, he is involved with Radoslovich Development Group, LLC, a company focused on project management for private real estate development. Mountain Wealth Management provides discretionary portfolio management and financial planning to individuals, including high-net-worth clients, and certain corporate entities. The firm employs a Modern Portfolio Theory-based investment approach, primarily recommending ETFs while also utilizing a range of other investment vehicles and third-party managers.