A Group of Individuals Dedicated to Your Financial Success
With over 120 years of combined investment and wealth management experience, we’re committed to providing you with unmatched service and a seamless planning experience.
Jeannie Luckey, CFP® began her career in financial and estate planning in 1982. She is a Registered Securities Principal of 27 years and is the owner and Branch Manager of a Raymond James Financial Services Branch in Kalispell, Montana. From the onset of Jeannie’s career, she has been passionate about financial planning and sharing its importance with countless individuals, families and businesses.
A summa cum laude graduate in Business Finance at Montana State University and an avid ‘Bobcat’ she has served on the MSU Foundation board, president of the MSU Alumni Association, and currently serves on the personal Advisory Council of President Waded Cruzado at Montana State University.
Jeannie has also been passionate about giving back to one’s community serving in many roles, including Past President of Daybreak Rotary and Past President of the Kalispell Chamber of Commerce. She is a Founding Member of Montana West Economic Development and the Flathead County Economic Development Authority, currently serving as Vice-Chair.
Having an ardent interest in healthcare and its impact on the local community, Jeannie currently sits on the Kalispell Regional Medical Center Foundation and Alert Boards and served as chair of Kalispell Regional Medical Center from 2009-2011.
If Jeannie is not actively involved in her community you will find her in the great outdoors skiing, hiking, biking, sailing, working on her ranch or enjoying many other outdoor activities in Montana and the Flathead Valley.
*Raymond James is not affiliated with the above organizations.
Bill Parson has been educating and assisting families and business owners with retirement, financial and estate planning for over 20 years. He focuses on each client’s unique needs and goals and believes in helping clients succeed by identifying these goals, designing a personalized plan, and implementing and monitoring that plan over time. Simply put, his business is people and their financial well-being. Bill wants to make planning for your future as easy and stress-free as possible.
Bill has a bachelor’s degree in business marketing from the University of Montana and is a Registered Securities Principal. He grew up in both Bozeman and Kalispell and is passionate about the great outdoors and all this state has to offer. Bill is an active member of the community and supports many charitable and community organizations. When he is not serving clients or his community, Bill enjoys woodworking, skiing, hiking, biking, sailing, camping and picking huckleberries.
Since 2006, Randy has been helping investors experience the process of obtaining financial independence so that they can focus on the most important things in life. As someone who loves helping people, Randy believes that our lives are about much more than dollars and interactions, which is why he enjoys getting to know his clients by learning about their families, experiences and interests. He is consistently motivated by the relationships he has built and the desire to cultivate deeper connections with people. The more he engages with clients, the more he can help.
Within his role, Randy consults with clients regarding their investments, financial plans and navigating business/personal balance sheets. Often, he “quarterbacks” his client’s fiscal status with other professionals such as attorneys and CPAs. Randy’s main objective is to meet with clients where they’re at. With clients across the country, he finds it crucial to embrace webinar/video-conferencing, telephone conversations, email, social media and his personal preference: in-person.
Randy proudly earned his master’s degree in business administration and regularly utilizes his education in his interactions with business owners, professionals and savvy individuals. He has been in the financial services and wealth advisory business for roughly 16 years and feels more passionate than ever. His designation as a Certified Exit Planning Advisor (CEPA) helps small business owners scale their business revenue and viability. Additionally, he has a full complement of registrations: series 66, series 7, series 9, life insurance, long-term care and annuity licenses. Previously, Randy was in food service and enjoyed interpersonal interactions.
Passionately involved in the industry and his community, Randy is affiliated with the Exit Planning Advisors organization and has been a part of Rotary International and various community-driven projects in the past. Personally, he is a member of the U.S. Soccer Association as a licensed coach. You can find him lending a hand rebuilding parks, remodeling women’s shelters, fundraising and high school instruction, just to name a few.
Outside of the office, Randy loves to spend time with his children, work on his property and generally be outdoors. He also enjoys coaching soccer (during agreeable weather months!), playing on “big-kid” toys like excavators, playing games and outdoor adventures. Randy is also highly active in his church and local private school in various roles.
For roughly 45 years, Ken has worked in the financial services industry and has most enjoyed the interactions and friendships that have developed with his clients. He finds that this is such a personal business that entails being entrusted with his client’s most important and personal life hopes and goals. Ken feels grateful and blessed by this aspect of the industry.
In his role as a financial advisor, Ken provides unparalleled service and a personal commitment to guide his clients to financial success. From financial planning to comprehensive portfolio management, his recommendations are made solely in the interest of providing the highest value and benefit to those he works with. With a team-based approach, Ken helps his clients achieve their financial goals with long-term relationships and investing in mind.
Ken graduated from the University of Washington with a bachelor’s degree in business administration and began his career with Foster and Marshall in Bremerton, Washington in 1976. For over 30 years, he was the Branch Manager for a Raymond James office in Silverdale, Washington and today, he utilizes his years of experience with clients at Snow Peak Wealth Advisors. He has obtained his Series 7, 24, 53, 63 licenses along with Life & Health Insurance.
When he isn’t working, Ken enjoys playing golf, working on his family’s property and visiting Arizona where he and his wife, Julie, have a vacation home.
Mollyo Nicholson has always had a passion for helping people. Before entering the financial services industry, she was self-employed and had to adapt to a changing world from her niche sawmill business. Precision, faith and independence were essential to running a small business – paving the way for her eventual entrance into helping people directly. After closing her business and desiring to help others find their dreams, she formally began the financial services journey by offering insurance solutions in 1980 during the insurance industry changeover.
Her interest expanded into helping people within non-profits where she affiliated with a firm that broadened her focus and enhanced her ability to offer much more to individuals and institutions. In 1996, Mollyo grew her business to incorporate offerings of individual stocks, bonds, closed-end funds, exchange-traded funds and many other investment types that helped her clients save. Eventually, the formal Financial Advisor designation was earned which cemented her professional objectives of integrity, high ethical standards of care, and putting other’s interests ahead of her own.
Mollyo is an avid reader and loves to expand her knowledge and expertise in an ever-evolving industry. She appreciates the culture and community of financial services to help her grow and uphold the highest fiduciary standard. Many people can relate to the “trial and error” of learning; especially since she has a steward’s heart wholly supported by her Christian faith.
In her free time, Mollyo loves to find new adventures and experiences. Traveling and appreciating the wonderful creation is a passion that has helped her connect with nature and people. The journey is exciting: kayaking, skiing, biking, driving, hiking are all part of enjoying and exploring…which there is so much more to do!
Chris has worked with Raymond James since 2016. He began working on the operations side of the firm while simultaneously completing his bachelor’s degree in business administration from Montana State University - Billings. After successfully obtaining his degree and passing the securities licensing exams, he began the transition to become a financial advisor. Today, Chris is Series 7, Series 66 and Life and Health Insurance Licensed, and leverages his background in business and personal finance to educate his clients.
By focusing on tax-efficient portfolio management and holistic financial planning, Chris brings a fresh perspective to the wealth management space. He believes there is a psychological component that dictates how we manage our finances that many of us are unaware of. Chris, therefore, takes a bird’s eye approach to his client’s financial circumstances and works to understand how emotions affect their finances. With this in mind, he helps individuals craft strategies that are tailored to their specific goals. From the onboarding process up until you reach your goals, he’ll be with you every step of the way.
An advocate for his community, Chris volunteers his time by serving as a Kalispell Chamber of Commerce Ambassador and is a past board member of Walleyes Unlimited of Montana Flathead Chapter. Outside of the office or volunteering, Chris can be found spending time with his growing family! He also enjoys fishing, hunting, camping and watching his beloved Capitals play hockey.
Jonelle is the newest member of our team at Raymond James. She graduated from MSU Billings in May of 2020 with a BA in Business Management. Shortly after getting her degree, she married her high school sweetheart and made the move to Kalispell.
Jonelle enjoys learning the complexity and nuance of the financial business. She has a great passion for marketing and customer service. She is excited to pursue her career in the finance industry and hopes to one day become a financial advisor.
She enjoys spending her free time exploring new lakes with her husband, canoeing, fishing, running, shooting, drinking City Brew Coffee, cheering for the Denver Broncos and playing with her puppy Tikka. Since Jonelle is new to the area, she is beyond excited to become more connected with the community and discover all the Flathead Valley has to offer!