Tom White is the Managing Director and Principal of Mountain Wealth Management. With more than 30 years of industry experience, Tom leverages a robust background in law, estate planning and business planning to develop customized, goals-based financial and investment strategies for clients.

In coordination with the client’s attorney and accountant, Tom focuses on creating, implementing and maintaining comprehensive investment, financial and estate planning solutions for clients and their families. He also works with corporations and business owners, their accountants and attorneys to support their strategic business succession and wealth management needs.

Prior to Mountain Wealth Management, Tom served as a Vice President and Senior Financial Advisor at Bank of America/Merrill Lynch, where he focused on investment management, as well as financial and estate planning. Previously, Tom spent 16 years as a lawyer at a private law practice, specializing in estate planning and business law.

Tom earned his Juris Doctorate degree from the University of Wyoming’s College of Law, as well as his Bachelor of the Arts degree in Communications from Montana State University. He holds the Series 7 and 66 licenses.

Tom has three grown children, Samantha, Ean and Addison. In his spare time, Tom serves on the Board of Directors for the Montana State University Bobcat Quarterback Club. An avid outdoorsman and sportsman, Tom enjoys golfing, skiing, climbing, hunting and fishing.

Jesse Radoslovich is a Wealth Advisor at Mountain Wealth Management. His focus is helping successful individuals, families, and business owners with retirement planning, investment management, and wealth transfer. The most rewarding part of his job is seeing clients gain confidence and alleviate financial stress as they plan for life’s major events.

Prior to joining Mountain Wealth Management, Jesse was the Wealth Advisor at an independent RIA firm and served as the Operational Team Leader for Cru at Montana State University. He earned his BS from Washington State University and is a graduate from Boston University’s Financial Planning Program. In addition, he holds the Series 7 and 66 licenses.

Jesse lives in Bozeman, MT with his wife, Megan, and their three children.

Lindsay Fichtler is the Director of Operations and Family Office Services at Mountain Wealth Management. With strong communication skills and attention to detail, she brings a deep background in client service to the team.

Lindsay’s key responsibilities include fulfilling client requests and relationship management, as well as coordinating and supporting key office operations.

Prior to Mountain Wealth Management, Lindsay served as a Client Associate at Bank of America/Merrill Lynch, where she focused on client account maintenance and administrative support. Previously, she worked in the healthcare industry in a variety of client service roles.

Lindsay earned her Bachelor of the Arts degree in Psychology and German from Whitman College.

Lindsay was an executive coordinator, organizer and volunteer for TEDxBozeman, an annual, locally-organized TED conference. In her free time, she enjoys traveling, camping, and hiking with her husband, Ken, and their son, Hunter.