About our office

The Bozeman team supports the wealth goals of individuals and families. We work with a wide range of clients, with varying life experiences and backgrounds. Our office has deep expertise in working with business owners, retirees, and wealth builders; however, we’re able to advise regarding many unique needs or situations. We’re committed to helping you work towards the life and legacy you envision and deserve.

Meet our Private Wealth Management team

James Day

Private Wealth Advisor Managing Director


Contact James

Travis Hartman

Private Wealth Advisor


Contact Travis

Engaged in our communities

U.S. Bank believes in giving back. Over the past three years in Montana, we’ve provided $1 million in U.S. Bank Foundation and corporate giving and 4,000 in volunteer hours. Our team is actively involved in providing support through the Bozeman Health Foundation, Museum of the Rockies, The Sweat Pea Festival, Gallatin History Museum and others.

Community involvement

Our services


Insurance products are available through our affiliate U.S. Bancorp Investments.



Market news

Stay informed with our up-to-date reports on economic events and news from the markets.

Weekly market analysis

3 questions to ask before selling your business

Selling a business you started and built from the ground up can be a tough step to take.

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Retirement planning checklist

Review 11 important factors that can affect how you plan for retirement.

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