Wealth Services Firm Built on Family and Trust | Our Team

Meet Our Team

A Financial Services Firm Shaped By Family, Community, And Care

We’re a multi-generational family firm based in Eastern Montana, serving clients here at home and across the country. We help you create strategies that bring stability through life’s changes, so you can focus on living well with the people you love. And we always go beyond what’s expected—because that’s what family does.

Melonie J. Beeler

Melonie J. Beeler

Investment Advisor Representative / Agent

melonie.beeler@ceterawealth.com

James Culver*

James Culver*

Agent

Dillon Beeler

Dillon Beeler

Investment Advisor Representative / Agent

dillon.beeler@ceterawealth.com

Patty Winchell

Patty Winchell

Customer Service Representative

patty.winchell@ceterawealth.com

Brodie Eckert

Brodie Eckert

Customer Service Representative

brodie.eckert@ceterawealth.com

Heather Eckert

Heather Eckert

Client Experience and Operations Specialist

heather.eckert@ceterawealth.com

Jennifer Unruh

Jennifer Unruh

Customer Service Representative

Sophie Eckert

Sophie Eckert

Customer Service Representative

Have a Question?

Name

Email

Address

Phone

Question

Thank you!

Oops!

Rooted In Faith, Family, & Community.

LEARN ABOUT US

Grow Your Business. Enjoy Your Life.

EXPLORE BUSINESS SERVICES

Explore Business Services

Serving Neighbors Near & Far.

SEE WHO WE HELP

SEE WHO WE HELP