Meet the Bozeman branch
Shore to Summit has a branch located in Bozeman, MT. Meet our associates and get in touch using the contact information listed below.
- 105 East Oak Street, Unit 1A
Bozeman, MT 59715
Scott co-founded Shore to Summit Wealth Management in 2017 after a successful career with Merrill Lynch. Scott has more than 25 years of experience helping his valued clients reach both their financial goals and life goals. He has served his country as a captain in the U.S. Army Reserve. Scott earned his bachelor’s degree from Salisbury University and has earned the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards. Additionally, he holds the Certified Investment Management Analyst ® and Chartered Retirement Planning Counselor® designations. Scott was named as one of the Barron ’s Top 1,000 Financial Advisors1 in 2011, 2012, and 2013 and was named as one of the Forbes Best-In-State Wealth Advisors2 in 2020 and 2021 for Montana. He has also been a proud member of the Investments & Wealth Institute since 2004.
Scott lives in Bozeman, MT, with his wife, Kelly, and their two children, Liam and Logan. He enjoys Alpine and Nordic skiing, hiking, biking, golfing, fishing, and coaching for the Bozeman Lacrosse Club. Scott is also active in his church and involved with several local nonprofit organizations.
*Scott is a California licensed non resident insurance producer, CA Insurance License Number: OK21555
1 The Barron’s Top 1000 Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2 The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Dan specializes in helping individuals plan for – and achieve – all their wealth goals while also helping to build and manage successful retirement plans for business owners and their employees.
Dan has focused on helping clients achieve their near- and long-term financial goals for more than 30 years. He started his financial services career in 1987 with Citigroup Inc. and stayed with them and their successive owners – Shearson Lehman, Smith Barney, and Morgan Stanley – until founding Wealth Solutions of Montana, LLC (an affiliate of Wells Fargo Advisors Financial Network) in 2009. Prior to being an advisor, Dan worked in public accounting and private business. He received his bachelor’s degree from Montana State University and is licensed as a Certified Public Accountant. Dan was recognized as a 2020 Premier Advisor, a distinction held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of risk and compliance training, business production based on the past year, and professionalism. Net asset flow (NAF) may also be used to determine recipients. He is currently licensed in 26 states with the series 6, 7, 10, and 11 registrations.
Dan has been married to his wife, Julie, for 30 years. They have two daughters, Hayley and Jenna. When he’s not in the office, Dan enjoys skiing, golfing, traveling, and racket sports.
Brant Wiehardt is an Associate Vice President and Financial Advisor at Shore To Summit Wealth Management in Bozeman, Montana. He joined Shore to Summit in 2023 with 12 years of financial services experience. He enjoys working with busy and successful individuals and families across the country who are unique in their circumstances yet similar in recognizing the value of having a dedicated financial advisor on their side.
He is committed to helping clients realize their personal and deeply held aspirations at every stage of life. Whether those goals revolve around preserving wealth, maintaining a current lifestyle throughout retirement, or passing wealth on to children and grandchildren, Brant begins every relationship with conversations to learn as much as he possible can about you and your family.
Passionate about educating clients in easy-to-understand language, Brant strives to keep them focused on their goals and can help moderate the emotions that can undermine a successful wealth management strategy. Brant sees every interaction as an opportunity to listen and learn. It is his intention to be a financial resource and help clients make informed decisions about their money—today and in the future.
Brant earned his Bachelor’s degree in business administration from the University of Arizona in Tucson. He holds the Certified Plan Fiduciary Advisor® designation. Brant is a member of the National Association of Plan Advisors.
Brant and his wife, Katie, reside in Bozeman, with their two sons, Chapman and Tate, and family dog, Stormy. He enjoys spending time in the backcountry, skiing, mountain biking and hunting as well as floating and fishing Montana’s rivers. Brant formerly coached his sons’ various youth sports teams and today he enjoys watching their school and AAU basketball games. He also supports Bozeman Help Center, an organization dedicated to providing mental health and crisis intervention services in the local community.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Shore to Summit Wealth Management LLC is a separate entity from WFAFN
Kelly joined Shore to Summit Wealth Management in 2017 as Vice President specializing in retirement planning and client relationships.
She has worked with Scott and Ben for over 20 years and has more than 30 years of experience helping clients to achieve their financial goals. Kelly’s prior positions include roles with Merrill Lynch, Smith Barney, and Johnston Lemon. She earned her bachelor’s degree from the University of Maryland and holds the Chartered Retirement Planning CounselorSM designation.
Kelly resides in Bozeman, MT, with her husband, Scott, and their two children, Liam and Logan. She enjoys spending time with her family skiing, hiking, golfing, and playing paddle ball.
Scott joined Shore to Summit Wealth Management in 2020 after beginning his career as a Licensed Personal Banker with Wells Fargo Bank, N.A. in 2017.
Today, Scott’s role is to gather in-depth financial information from new and existing clients to assist in the investment planning process – both now and during retirement. He enjoys learning about the impact world events have on the financial industry and the economy.
Scott enjoys golfing, snowboarding, and being on the river in the summertime. He is originally from Bismarck, ND, and earned degrees in finance and business administration from Carroll College in Helena, MT.
Kim gained valuable experience in the insurance industry from 2007 through 2013 before joining Wells Fargo Advisors Financial Network in 2013. As a Client Relationship Manager at Shore to Summit, Kim provides professional support in handling client requests and all administrative and service-related matters.
Her proficiency and attention to detail, experience in office management, and outstanding customer service skills make her a great asset to the group and our clients.
Outside the office, Kim enjoys family time, spending time in her community, hiking, fishing, and tending to her garden and small farm in Paradise Valley.