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Flaherty Financial Services
Investments
Insurance
406-549-6718

At the heart of every wealth management plan is a person, a story and most often a family. A fourth-generation Montanan, Erin Steele recognizes how decisions today impact a client's vision of tomorrow. Planning for retirement, the birth of a child and starting a business, all involve important considerations. Growing up in the beautiful Flathead Valley and alumni of the University of Montana, Erin started in financial services in 2008. Outside of the office Erin pursues her passion of all things outdoors with her family, gardening and attempts to replicate her grandmother's apple pie recipe.

For investments, I help clients set up and maintain:

General Investment Accounts
College Savings,
529
Retirement Plans, Including, but not limited to:
IRA’s
Roth IRA’s
401k’s,
403b’s
SIMPLE IRA’s
SEP IRA’s

For insurance, I help clients with:
Life Insurance
Disability Income
Long Term Care
Annuities

Licenses: FINRA 7, 66
Montana Life & Disability Insurance License
Certified Plan Fiduciary Advisor

Erin’s awards and Community Involvement:
2016 Flying High awarded by Missoula Businesswomen’s Network
Missoula Businesswomen’s Network – 8 years
Past Membership Director – 3 years
Women’s Symposium Committee – 2 years
Past Sponsorship Chair – 2 years
Relay for Life team member – 2 years
Missoula Building Industry Association Christmas Charity Committee – 3 years
Member SpectrUM – 5 years
YWCA dinner volunteer – 5 years
YWCA annual luncheon table captain - 1 year
Leadership Missoula 32 Class, Chamber of Commerce 2014-15
Missoula Food Bank volunteer - 5 years
YMCA Youth Soccer Coach – 1 year
Missoula High School Speech & Debate Judge – 6 years
homeWORD - volunteer speaker - 1 year
Rattlesnake Elementary PTA volunteer – 5 years
Missoula Children’s Theatre Board Member - 1 year