Together, We’ll Help You Find Your Way

Douglas M. Babcock, CFP^®

President / Financial Advisor

Nothing drives me more than getting to experience the financial achievements of our clients firsthand. When our planning and investment guidance is paired with our clients’ trust and discipline, we’ve been able to watch our clients attain their lifestyle and financial goals— even through varying economic and market climates.

I bring to my role over two decades of private banking experience, but I still consider myself to be learning every day. As an owner, I strive to continually improve our processes and inner workings as a team to better serve our clients. As an advisor, I apply my experience and the firm’s capabilities to directly improve our clients’ planning and investment experience. 

Though I wear many hats, my ultimate goal is to help the individuals and families we serve live out their values and aspirations.

Outside of work, I enjoy spending time with my family (my wife and two kids) and friends. Whether hiking, skiing, fishing or hunting, you can often find us making the most of the great outdoors. Something you may not know about me is my family and I currently live in the home I lived in while growing up in Bozeman.

Education & Designations

• BA, Business Administration with Minor in Communications - Concordia College, Moorhead, MN
• CERTIFIED FINANCIAL PLANNER™ Professional

Professional Experience

• Owner and FA, Professional Financial Management, Inc. (2007 – Present)
• VP Private Bank, Wells Fargo Private Bank (2005 – 2007)
• VP Investment Management and Trust, US Bank Private Client Services (2003 – 2005)
• VP Private Bank, US Bank Private Client Services (1998 – 2003)

Affiliations

• Board member, United Way of Gallatin County
• Endowment Committee Member, First Presbyterian Church of Bozeman

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Brandon Smith, CFP^®

Financial Advisor

I have a strong desire for improving the lives of others and feel business is indeed personal. My work allows me to help individuals and their families navigate uncertainties surrounding a very personal element of their lives—money. 

I believe in a transparent and uncomplicated approach as an advisor, helping our clients reduce stress and realize their life goals. Working at a fee-only fiduciary firm, I am proud of the work we do and look forward to cultivating intentional relationships.

Outside the office, I enjoy exploring the great state of Montana with my family. From the Southwestern mountains to the Northeastern prairies, I find solace in the beauty of nature. In the evenings you may find us working in the garden, on a local trail or spooking trout.

Education & Designations

• BS, Accounting and Finance - University of Southern Indiana
• MS, Personal Financial Planning - College for Financial Planning
• CERTIFIED FINANCIAL PLANNER™ Professional

Professional Experience

• Financial Advisor, Professional Financial Management, Inc. (2014 - Present)
• M&A Analyst and Accountant, Oracle Corp. (2012 - 2014)
• Accountant, RightNow Technologies (2011-2012)
• Analyst, Washington Federal Bank (2008 - 2011)

Affiliations

• Financial Planning Association

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Sara L. Miller

Operations & Client Services Associate

I’m committed to helping make your experience with our firm seamless. By understanding your needs, I work to take care of the administrative details with the larger goal of securing your financial health for the long term. 

I enjoy building relationships with our clients and getting to know them as their lives progress. We continually put our clients’ interests first here—and the level of trust that grows between us and the clients we serve makes my job extremely rewarding.

Before joining Professional Financial Management, I worked at Wells Fargo as a business banker where I learned valuable lessons I apply to my role today.

Outside of work, I enjoy spending time with my husband and two basset hounds. I also love snowboarding, Fly-fishing, camping and traveling.