Meet Our Team
Honest. Approachable. Dependable.
Our team is committed to supporting you throughout the planning process. We believe in building trustworthy, non-judgmental relationships that allow you to communicate openly without fear or hesitation. We’re dedicated to our clients’ wellbeing, and we offer a compassionate, supportive approach to planning that leaves you feeling heard, understood, and empowered for the road ahead.
Michelle (Shelly) Gams
CFP®, RICP®, CLU®, ChFC®, CASL®, WMCP®
Founder | Financial Planner
Shelly’s mission is to improve the lives of those around her, from her clients, to their families, to her community. Through holistic planning, she strives to leave a legacy of empowerment, helping people reach a place where they feel financially secure and confident about the direction of their future. With nearly three decades in the financial industry, Shelly is passionate about seeing her clients succeed, and she brings a level of authenticity that they appreciate. Clients know her door is always open, she’s there to answer their questions, and they can rely on her to keep them on track for a secure, prosperous future.
Elizabeth Latimore
Associate Financial Advisor
Elizabeth Latimore is an experienced Associate Financial Advisor with over 30 years of experience in the business industry. A proud Montana native, she launched her professional career on the East Coast, building a strong foundation in New Jersey before returning to her roots in Billings. Her diverse background has equipped her with a deep understanding of both operations and client service, which she brings into every aspect of her work.
Lilli Jenkins
Financial Planner Trainee
Lilli brings over seven years of experience in the financial services industry, where she has developed a strong foundation in client relationships, community engagement, and the principles of long-term financial planning. With a deep commitment to personalized service, Lilli is passionate about helping individuals and families build financial confidence through thoughtful guidance and care.
Denelle Chartier
Agent
Dennelle Chartier brings nearly a decade of experience in the insurance industry, combining deep industry knowledge with a passion for helping others. As an Agent with New York Life based in Billings, Montana
Strategic Alliances
Advanced Planning Group
The Advanced Planning Group collectively leverages years of practical experience and disciplines in law, accounting, and financial services, in order to provide New York Life agents with unparalleled assistance in estate, business, and life insurance planning. Because the Advanced Planning Group supports agents who have a nationwide clientele, the group has insight consulting on estate and business plans at all levels of wealth across all 50 states. The Advanced Planning Group is called to action to advise on hundreds of business and estate plans each year; and that means Shelly Gams can bring experience, value, and insight to your situation. The Advanced Planning Group does not provide specific legal, tax, or accounting advice. Consult with your own advisors for legal, tax and accounting advice.
Eagle Strategies LLC
Through Eagle Strategies, Shelly Gams provides fee-based financial planning, investment advisory services, and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly owned subsidiary of New York Life Insurance Company.
New York Life
Shelly Gams and her fellow financial professionals are proud to be affiliated with New York Life Insurance Company. New York Life and its wholly owned subsidiaries provide life insurance, fixed annuities, and long-term care insurance. A mutual insurance company, New York Life is one of the largest mutual life insurance companies in the United States, and holds the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody's Investor Service (Aaa), and Standard & Poor's (AA+). (Source: Third-Party Ratings Reports as of 10/15/2020.)
