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Welcome Lacie Ordahl, Client Service Manager Troy Bruce and Ridgeline Wealth Partners are excited to announce that Lacie Ordahl has joined our team as Client Service Manager. Lacie brings many years of experience and a strong commitment to client care and will be instrumental in ensuring that our clients receive responsive, personalized support at every stage of their financial journey. If you would like us to review your current investment plan, we encourage you to reach out by calling 406-272-7004 to set up a meeting. Welcome aboard, Lacie! We look forward to accomplishing great things together and are thrilled to have you as part of our team. Securities and investment advisory services are offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not offer tax or legal advice. RidgeLine Wealth Partners is located at 490 N 31st Street, Suite 217, Billings, MT 59101. Please contact us at 406-272-1005 or on our website at www.rlpmt.com.
Welcome Lacie Ordahl, Client Service Manager Troy Bruce and Ridgeline Wealth Partners are excited to announce that Lacie Ordahl has joined our team as Client Service Manager. Lacie brings many years of experience and a strong commitment to client care and will be instrumental in ensuring that our clients receive responsive, personalized support at every stage of their financial journey. If you would like us to review your current investment plan, we encourage you to reach out by calling 406-272-7004 to set up a meeting. Welcome aboard, Lacie! We look forward to accomplishing great things together and are thrilled to have you as part of our team. Securities and investment advisory services are offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Osaic Wealth does not offer tax or legal advice. RidgeLine Wealth Partners is located at 490 N 31st Street, Suite 217, Billings, MT 59101. Please contact us at 406-272-1005 or on our website at www.rlpmt.com.
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