Kyle Geffre CFP recently joined Stockman Wealth Management, Inc. as a Senior Portfolio Manager for the Billings office. His responsibilities include investment account management, economic analysis, and business development. He also works with families to provide financial planning services.
Geffre brings over 20 years of experience in investment services to the position. He holds his CERTIFIED FINANCIAL PLANNER™ certification, and has many years of experience in helping clients design a long-term plan unique to each individual’s situation.
Geffre earned his Bachelor of Science degree in finance from Montana State University – Bozeman.
Geffre’s office is located at 402 North Broadway.
Stockman Wealth Management is a federally Registered Investment Adviser and a wholly owned subsidiary of Stockman Financial Corp., and affiliate to Stockman Bank.