About Us

Our Mission

Our mission is to get to understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college or retirement, personal financial challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Our Values

Trust

Trust is the foundation of everything we do— built through honesty, transparency, and always acting in our clients' best interests.

Respect

We honor each client's goals and perspectives through attentive listening, clear communication, and professional care.

Honesty

We act with transparency, set clear expectations, and do what is right— especially when it's not easy.

Commitment

We are dedicated to our clients and community through consistent support and follow-through.

Our Team

Wendy Buchanan, AAMS®, AWMA®

Managing Director - Investments

(936) 560-7007

936-564-3297

wendy.buchanan@bwmnac.com

Daniel Reid, CRPC^™

Senior Vice President

(936) 560-7013

daniel.reid@bwmnac.com

Brooks Bays

Financial Advisor

(936) 560-3930

brooks.bays@bwmnac.com

Wendy Shelton Sire CFP®, CIMC®, CIMA®

Senior Vice President-Investment Officer

(406)727-9050

wendy.sire@bwmnac.com

Brenda Cooke

Senior Client Associate Assistant Vice President

(936) 560-7012

brenda.cooke@bwmnac.com

Kim Choate

Senior Account Administrator Assistant Vice President

(936) 560-7015

kim.choate@bwmnac.com

Claudette Chandler, AAMS^®

Senior Registered Client Associate

(936) 560-7011

claudette.chandler@bwmnac.com

Debbie Crenshaw

Client Associate

(936)560-7010

debbie.crenshaw@bwmnac.com

Kaelyn Taylor

Client Associate

(936)560-7017

kaelyn.taylor@bwmnac.com

Fonsi (TDS)

Treat Distribution Specialist

Amy Collins

Client Associate

936-560-7018

amy.collins@bwmnac.com

We Want to Hear From You

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.