L to R: Beverly Coop, Jacob O'Leary, Chad Lippert, and Linda Buckman
Chad Lippert, CFP®, CPFA, CWS®
Senior Vice President, Financial Advisor
Chad is a fourth generation Montanan raised on a farm and ranch north of Fort Benton. He joined D.A. Davidson & Co. in 1998. A Montana State University graduate, Chad holds a bachelor's degree in business finance and is a CERTIFIED FINANCIAL PLANNER™ professional. Over the years he has also earned the Certified Wealth Strategist® certification and Certified Plan Fiduciary Advisor designation. Chad has been named in the Top Ten *Forbes Best-In-State Advisors in Montana in 2021, 2022, 2023 and 2024. Additionally, Chad is a member of Director's Council, a select group chosen to represent D.A. Davidson and shape the firm's wealth management strategies. Chad has a passion for helping develop young people and is the Head Varsity Football coach at Broadview-Lavina. He has also been a coach for Upward Basketball in Billings for the past ten years. In 2024 out of over 100 coaches in the Upward basketball program, he was selected as Coach of the year. Besides coaching he has also taught Sunday school at Faith Chapel, served as a leader of AWANA and has been a member of the Endowment Committee for Leadership Montana. Over the past 20 years, he was a frequent guest on the KTVQ Morning TV Show discussing financial planning topics. Chad is a graduate of Leadership Montana and former Treasurer of their Board of Governors. Chad and his wife, Kristi, have seven children: Ty, Ella, Sally, Gwen, Lawson, Emerson and Madison. Their family enjoys doing anything outdoors along with participating and attending youth sports and music events.
*The 2024 ranking awarded in April of 2024 based on an evaluation period of 6/30/22 - 6/30/23. The 2023 ranking awarded in April of 2023 based on an evaluation period of 6/30/21 - 6/30/22. The 2022 ranking awarded in February of 2022 based on an evaluation period of 6/30/20 - 6/30/21. The 2021 ranking awarded in February of 2021 based on an evaluation period of 6/30/19 - 6/30/20. No compensation was provided in connection with obtaining or using this ranking. Evaluations conducted by SHOOK Research LLC in partnership with Forbes.
Beverly Coop
Client Associate
Beverly serves as Client Associate to facilitate and support the administrative tasks for the team. Bev grew up in Billings and has been in the investment industry for 27 years. She is married to her husband, Ricky, and enjoys traveling and being outdoors, gardening and home decorating.
Linda Buckman
Cashier, Receptionist
Linda is a third generation Montanan. Born and raised in Billings, Linda graduated from Billings Senior High School. With 19 years of banking experience, she brought her outstanding customer service skills to D.A. Davidson in 2016. Linda enjoys spending time in the great outdoors, reading a good book, and traveling. She is blessed with her daughter, Autumn Rose, from her marriage to her late husband Troy. Autumn Rose currently lives in Bozeman, and works for Big Sky resort and WellnessWorx.
Jacob O'Leary
Client Associate
Jacob is the newest member of our team and serves as a Client Associate. Jacob attended Montana State University – Billings and graduated in the spring of 2023 with a degree in Business Finance. He is extremely excited to continue his education of the finance industry under the guidance of Chad. Jacob loves to golf, scuba dive, travel, and spend time with his nieces and nephews.
|
