Michael McCormick
Financial Advisor
(406) 219-3984 Phone
1283 N 14th Ave. Suite 201
Bozeman, MT 50715


Michael takes great pride in helping people pursue their financial goals with customized strategies.  Prior to entering the financial services industry, Michael had successful management careers in the energy, technology, and development sectors. As a former business owner, father, and community leader, Michael has a well-rounded base for understanding his client’s needs.

  • B.A., Economics, Yale University
  • M.E., Engineering, Colorado School of Mines
  • Series 7, General Securities Representative
  • Series 66, Investment Advisor Representative

Hobbies: Backcountry Skiing, Mountain Biking, and Fly Fishing

Quote: “We cannot chose our external circumstances, but we can choose how we react to them.”  Epictetus c.55-c.135C.E.