Our goal is to be your primary source of financial advice. Employing a comprehensive, yet focused approach to your investment and financial life, we can provide personalized investment strategies designed to help you pursue your individual needs and goals. You can expect a high level of service and an ongoing dialogue, including regular portfolio reviews and performance analysis.
Mark A. Bacigalupo, CFP®
Mark has been working as a financial advisor since 1991 when he entered the financial services industry with Piper Jaffray, which merged with UBS Financial Services Inc. in 2006. Prior to that Mark worked in operations management with Burlington Northern Railroad. A graduate of Montana State University, he earned a B.S. in Business Management. Mark is passionate about giving back to the community and currently serves on the Board of Governors of the Montana State University Alumni Foundation and as a member of his church council. In his spare time he enjoys spending time with family and friends, hunting, scuba diving, reading and family vacations. Mark and Anne have been married for over 30 years; they have three daughters and two granddaughters.
AK, AR, AZ, CA, CO, FL, ID, IL, MA, MI, MN, MS, MT, NH, OR, SD, TN, TX, WA, WI, WY
Julie A. Heidenreich
Julie has been in the financial services industry for several years. She has worked with Mark since October 2003 as a Registered Client Service Associate and takes great pride in assisting our clients with quality service and developing lasting client relationships. As the main point of contact for clients, Julie handles account maintenance and client inquiries. A few of her responsibilities include check requests, fund transfers, and trade facilitation. In her spare time, Julie enjoys reading, outdoor activities and entertaining. She is married to Al and they have two adult daughters, Mandie and Gina.
AR, AZ, CA, CO, FL, IL, MA, MN, MT, OR, TN, TX, WA, WI, WY