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PHONE: 1 (406) 551-2171Monday-Thursday 8:30-4:30Friday 8:30-3:00

OUR TEAM

  • Ed Tompkins
  • Jason Hundhausen
Ed Tompkins

Certified Financial Planner™


Ed began his career in financial services in 1991 in Seattle after serving four years as an Army officer. He earned the Certified Financial Planner™ designation in 1996. Ed is a retirement and asset management specialist who works extensively with people making the transition to retirement and the retired. He has taught financial planning for Montana State University as well as the Washington State Department of Retirement Systems and the Experimental College at the University of Washington. Ed spent seven years living in Europe and Latin America and speaks both German and Spanish. He is married with two children.

Education:

  • Bachelor of Arts, History University of Vermont-1986
  • CFP Board Coursework University of Washington

Related Work Experience:

  •  Pacific Estate Group,Estate Planning 1991-1995

Community Involvement:

  • Four years soccer coach Bozeman High School
  • Former Board Member Bozeman Blitzz Soccer Club
  • Coached girls hockey with the Bozeman Ice Dogs

Hobbies:

  • Lots of reading
  • Plays adult league soccer and ice hockey
  • Exploring Montana’s most wild places under a backpack, in a canoe or raft, fly rod in hand, with wife, kids, friends or solo. He is no longer an infantryman, but can’t resist a good mission and back country trout always qualify.
Jason Hundhausen

Financial Advisor


Jason is a fee-based Financial Advisor and Fiduciary Portfolio Manager who applies a holistic approach to investing that seeks balance and long-term financial well-being for his clients. He brings a unique skillset to the financial world, having begun his professional career in the field of high-tech engineering with a degree from MSU in Mechanical Engineering and a Master’s from Purdue University. His rigorous and principled approach to investing and attention to detail replicate his engineering mindset and are key characteristics of his financial practice. He also enjoys teaching non-credit courses on investing at Montana State through the Extended University. He is happily married with two very active sons.

Education:

  • Bachelor of Science, Mechanical Engineering
    Montana State University-2002
  • Master of Science, Mechanical Engineering
    Purdue University-2004

Work Experience:​

  • Technical Staff Member, Los Alamos National Laboratory
  • Senior Mechanical Engineer, 3M
  • Founding Member, Insight Financial

Community Involvement:

  • Taught Women’s Self-Defense community courses
  • Coached youth soccer, wrestling and track & field
  • Former Board Member, Bozeman Hawks Wrestling

Hobbies:

  • He spends his free time with his family, where together they enjoy all that Montana has to offer-mountain biking, backpacking, skiing, climbing, hunting, and fly fishing.


Security and advisory services offered through KMS Financial Services, Inc.

Member FINRA, SIPC and a Registered Investment Adviser. KMS and Bozeman Financial Advisors are separate and unrelated companies. Bozeman Financial Advisors is not a broker-dealer or registered investment advisor.

OUR LOCATION

Bozeman Financial Advisors
602 S. Ferguson, Suite 1, Bozeman, MT 59718


HOURS


Monday-Thursday
8:30-4:30
Friday
8:30-3:00
Saturdays
Closed
Sundays
Closed
Holidays
Closed

CONTACT DETAILS



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