• Montana State University- Bachelor of Science in Business
• Wealth Management Certified Professional ® (WMCP ®)
• FINRA Series 7, 6, 63
• Life, Health, and Long-Term Care Insurance Licensed

BACKGROUND and EXPERTISE

James started his career with Northwestern Mutual as a college intern in 2008 before transitioning to a full-time Wealth Management Advisor in 2010. His focus is on building long term partnerships with clients that are centered around their vision, values, and goals. He is a continuous learner and always in pursuit of new knowledge to better serve his clients.

PERSONAL

James has been a Bozeman resident since the age of 5 and enjoys all the outdoor amenities this beautiful valley and state provide. He loves to travel and experience new places and cultures. James is married to his incredible wife Leisa, and together they have two wonderful children Leo and Liliana.

Introduction Phone Call

Planning Meeting

• Bachelor of Science from Montana State University
• FINRA Series 6, 63
• Life, Health, and Long-Term Care Insurance Licensed

BACKGROUND and EXPERTISE

As a Financial Advisor, Kelly Skaggs helps to protect people's money by keeping them in tune with their long term and short-term goals, not just financially, but personally and professionally as well. There are many aspects that individuals do not take into account when it comes to financial planning and that is where Kelly and his TEAM come in. Based off the needs and wants of his clients, Kelly prepares for them multiple options and benchmarks that will help to propel them towards financial freedom down the road.

Reputation is everything, especially in the financial planning world, and Kelly stands by his. Kelly wants his clients to look forward to their time their quarterly reviews. Kelly and his TEAM have built a very successful practice that tailors to the wants and needs of their clients and they go that extra mile to show their clients how much their business means to them.

Kelly had a life changing event in 2012 in the form of a massive stroke. Kelly has since recovered, and the event has turned out to be one of the greatest things that’s ever happened to Kelly and his wife Abbee. Everything happens for a reason, we just may never know what this reason is, but luckily for Kelly the stroke completely changed his entire view on life as a whole and has allowed him to help countless clients realize the importance of RISK mitigation planning. We all think we’re ten feet tall and bullet proof until we aren’t.

PERSONAL

Kelly Skaggs' beautiful wife, Abbee, has stuck by his side through all the ups and downs in their personal life, as well as in her professional life at the Montessori school she teaches kindergarten at.  Abbee has been at Great Beginnings since 2010 and lives to help educate the children she teaches. Along with Abbee, their puppy Kona is Kelly's life, without Abbee and Kona there is nothing, and this is why Kelly Skaggs, and his TEAM will put in 110% to ensure they are taken care of if something was to happen to Kelly.

Introduction Phone Call

Financial Planning Conversation

• Montana State University - Billings - Bachelor of Science in Human Services
• Life and Health Licensed
• FINRA Series 6, 63 and 7 registrations

BACKGROUND and EXPERTISE

Jamie Critelli is a Director of Operations with Gamma Wealth Partners. With 8 years of industry experience and another 10 in case management, her commitment to doing what is right for each client is a top priority. She assists with every level of the practice from onboarding new clients, to investment planning, and analysis as well as overall company organization.

PERSONAL

Jamie is an active volunteer for the Gallatin County Food Bank and a new member of the Women’s Field Association, passionate about helping others. Outside of the office she is a devoted wife and mom of two teenagers and her perfect day spent would be brunch with her family or friends, cross-country skiing or a long hike and then winding down with a good book.

BACKGROUND AND EXPERTISE

Stacy is an Associate Financial Representative with Gamma Wealth Partners. Stacy has over 20 years of experience in Sales, Recruiting, and Management in various industries. Her experience spans the pharmaceutical, medical, and health/fitness industries. She is a team player who always strives for excellence and client satisfaction. Graduated from North Carolina State University - Bachelor of Science in Business Management.

PERSONAL

Stacy enjoys nutrition and fitness. She is a certified personal trainer and group fitness instructor. She teaches classes at the Ridge Athletic Club in her free time. She enjoys spending time with her three adult children and her husband David. Her other interests include reading, cooking, baking, and hiking the beautiful trails around the Valley with her pup Cooper.

BACKGROUND AND EXPERTISE

Elizabeth joined Gamma Wealth Partners as an Associate Wealth Management Advisor in 2024. She brings over 5 years’ experience in the Financial Services industry having previously worked for UBS as a Client Service Associate. Elizabeth is a fully registered representative having obtained both her Series 7 and Series 66 securities licenses, as well as her Life, Health, and Variable insurance licenses. She graduated from the University of Maryland as a double major in Finance and Operations Management & Business Analytics. Her primary responsibilities include managing advisory portfolios and delivering the investment capabilities of NM to clients.

PERSONAL

Outside of the office you will find Elizabeth exploring the outdoors by foot, skis, or bike. Her other interests include yoga, reading, traveling & spending time with friends and family. She is a big fan of the Baltimore Ravens and UMD Terrapins!