Our Team

Brian Otterstrom, commonly known as “Odie,” is a Registered Representative and Investment Advisor Representative. As a graduate of Carroll College with a Bachelor of Arts in Political Science, Odie came to this industry by means of the healthcare insurance field. Ultimately, Odie wanted to have a more holistic approach to risk and wealth management and received his Masters of Science in Family Financial Planning from Montana State University. Because of his diverse background, Odie has a strong understanding of economics, politics, markets, financial counseling, asset allocation, and estate planning.

Growing up in Havre, MT, Odie now calls beautiful Helena, MT home along with his talented wife Stacey and their young daughters, Ainsley and Berkley. In his spare time, Odie enjoys playing golf and billiards, working with wood, and is an avid sports enthusiast. Odie also considers himself an audiophile and a mixologist and, when things slow down a bit, enjoys reading a good book.

Stacey Otterstrom is a Registered Representative and Investment Advisor Representative. She graduated from Montana State University-Bozeman with a degree in Political Science. Spent a few years in politics and government, then pursued her Masters in Public Administration from The University of Montana. She continued to work in government for the U.S. Senate and the state of Montana. She also is a credentialed life coach, receiving her certification in 2017, helping clients set and work towards goals in their careers and business. 

Stacey grew up in Havre, Montana and is living in Helena with her family, husband and business partner Odie, and raising her two daughters. When not at work, you will find her camping, skiing, golfing, crafting, building, gardening, traveling, spending time with friends, or reading quietly at home. 

Dylan Krezelak is a Registered Representative and Investment Advisor. Dylan is a dynamic and driven young professional who combines his deep knowledge of finance and accounting with a contemporary approach to financial planning and investment management. Armed with a Bachelor of Science in Business and Masters in Accounting from Montana State University, Dylan is well-equipped to navigate the intricate world of finance, providing guidance to his clients as they work towards building peace of mind. 

Beyond his professional accomplishments, Dylan is a vibrant and outgoing individual. When he's not crunching numbers and strategizing investment portfolios, you can find him on the golf course, spending time with family and friends, and enjoying Montana's great outdoors. Recently, Dylan embarked on a new chapter in his life as he married the love of his life, Jadyn. Together, they form a formidable team supporting and motivating each other in their personal and professional endeavors.

Shelly Owens, a personable and outgoing individual with twenty one years of experience with the development of early-age childcare, has brought her ninja-like powers of organization and patience to the world of financial planning. She enjoys a good challenge and is looking forward to helping our clients in all they endeavor to achieve.

Shelly truly loves children and has two kids of her own, Peyton and Keaton. When she is not consumed by the mounting task of home and work life, she enjoys cooking, enjoying Montana’s glorious outside activities, and spending time with family and friends. No matter which hat she’s wearing, her goal is simple – live life to the fullest and surround yourself by people you enjoy.