TogetHR Partners and Affiliates We Recommend

Certified Public Accountants (CPAs):

CFO Agency logo with text "The CFO Agency" in dark blue.

CFO Agency
sue@thecfoagency.com
406-257-6044

Benefits / Insurance Brokers:

Rocky Mountain Insurance Group logo with a stylized mountain graphic.

Rocky Mtn Ins Group
gena@rockymountainig.com
406-582-7960

Logo featuring the text 'BIG SKY BENEFIT SOLUTIONS' with mountain icon between the words.

Big Sky Benefit Solutions
jenny@bigskybenefitsolutions.com
406-404-1414

Logo of Arrow Benefits featuring a stylized star design.

Arrow Benefits Group
mariahs@arrowbenefitsgroup.com
707-424-6692

Retirement Plans & Personal Financial Advisors:

Raymond James logo text on a white background.

Palisade Financial/ Raymond James
afton.omeara@raymondjames.com
406-581-9016

Creative Planning logo with circular "C" icon

Creative Planning/Principal
andrew.lollback@creativeplanning.com
303-913-3455

Business Insurance, Work Comp Brokers:

Logo of CIA Insurance Agency with a lion emblem.

Agency Insurance Division
tymoline@agencyinsdiv.com
406-993-9242

Logo with text 'Big Sky Benefit Solutions' and a mountain graphic.

Big Sky Benefit Solutions
andrew@bigskybenefitsolutions.com
406-404-1414

Employment Law Attorney:

Lisa Carey-Davis, Bozeman
lisa@careydavislaw.com
406-224-1030

Culture, employee engagement, surveys, human insights

Crowley Fleck, Mark Feddes
mfeddes@crowleyfleck.com
406-522-4508

Recommended Software:

Business / Team Coaches:

Wideawake Business logo with a crescent moon design.

Chris Williams
chris@wideawakebusiness.com
530-613-5342

Logo of "think2perform" in dark blue text.

Dave Meldahl
dmeldahl@think2perform.com
406-587-5884

Logo of Purpose & Performance Group

Hannah Bratterud
hbratterud@purposeandperformance.com
406-580-9121

Megan Brummel
megan@wayfindersleadership.com
406-519-0421

K. Lum Consulting logo with a stylized geometric design on the left.

Karen Lum
klumconsulting@gmail.com
406-570-9349

Stacy Costello
staciecostelloconsulting@gmail.com
406-579-8612