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Clint Morrison

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Profile Details

Address

825 Great Northern Blvd.

Suite 315

Helena, MT 59601

Organization

Summit Financial Advisors

Website

Phone

406-422-5069

CPA Photo

Description

I graduated from the University of Montana (UM) in Missoula with a BA in Business Administration and an emphasis in Finance. After graduating from UM, I attended Carroll College in Helena, and then the University of Oregon in Eugene, studying accounting at both institutions.

While first working as an external financial auditor at Coopers and Lybrand (now PriceWaterhouse Coopers) in Eugene, OR, and then at Anderson ZurMuehlen & Co in Helena, I focused on financial institutions. I became licensed as a CPA in Montana in 1998.

From June 2001 to December 2013 I worked for American Federal Savings Bank and its publicly-traded holding company, Eagle Bancorp Montana, Inc.,(NASDAQ: EBMT) with most of that time serving as their CFO.

I'm now with Summit Financial Advisors which is a small group of financial consultants specializing in providing investment, wealth management, and financial planning for individuals and small businesses. We have considerable expertise in managing the investments for 401(k) plans, SIMPLE IRAs, SEP IRAs, SAR SEP IRAs, Traditional IRAs, and Roth IRAs.

Areas of Expertise

  • Accounting and Auditing
  • Banking Industry
  • Personal Financial Planning
  • SEC Reporting

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