our Team

Missoula financial advisor speaking with a client by phone in the office

SAM SHARPLES, RICP® 

FOUNDER & FINANCIAL ADVISOR

Sam@TheMontanaWealth.com

Sam is passionate about solving complex financial puzzles and helping clients achieve their financial goals. He finds great satisfaction in simplifying complicated financial situations and developing clear, actionable strategies that empower individuals and families to pursue their dreams with confidence.

Beyond his professional work, Sam is committed to giving back to the community. He actively supports a variety of charitable organizations, with a special focus on causes that benefit children in the Missoula area, such as St. Jude’s Children’s Hospital and the Shriners Hospitals for Children.

Outside the office, Sam enjoys experimenting in the kitchen, attending baseball games, and spending time in the garden with his wife and two daughters.

Smiling female financial advisor at Montana Wealth in Missoula, MT

MacKensie Smith

Director of Client Operations

MAC@TheMontanaWealth.com

MacKensie is passionate about creating a seamless, welcoming experience for every client. As Director of Client Operations, she oversees the day-to-day operations and behind-the-scenes processes that keep Montana Wealth running smoothly, ensuring clients feel supported every step of the way. She believes strong relationships, thoughtful communication, and attention to detail are the foundation of exceptional client service.

Outside of the office, MacKensie enjoys spending time with family and friends, traveling, and taking advantage of everything Montana has to offer, from days on the water to outdoor adventures. She is passionate about giving back to the community she has always called home, like serving on the board of the Missoula Businesswomen’s Network.

Smiling male financial advisor at Montana Wealth in Missoula, Montana

Brandon Sharples

Director of Operations

brandon@TheMontanaWealth.com

Brandon oversees the operational processes that keep Montana Wealth running efficiently behind the scenes. As Director of Operations, he manages trading processes, workflow management, and the systems that support the firm’s day-to-day operations.

Brandon brings a distinguished 24-year military career and decades of leadership, operational, and strategic planning experience to the team. Throughout his service, he developed strong organizational, communication, and problem-solving skills while managing complex operations in high-responsibility environments.

Outside the office, Brandon enjoys spending time with his wife and daughter and taking advantage of everything Montana has to offer. Whether he’s exploring the outdoors or spending quality time with family, he values the strong sense of community that makes Montana home.

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