Qualifications

Chad Lippert, CFP®, CWS®
Senior Vice President, Financial Advisor

Chad is a fourth generation Montanan raised on a farm and ranch north of Fort Benton, Montana. He joined D.A. Davidson & Co. in 1998. A Montana State University graduate, Chad holds a Bachelor of Science degree in Business-Finance and is a CERTIFIED FINANCIAL PLANNER™ professional. He is also a Certified Wealth Strategist® professional and has successfully completed Cannon Financial Institute’s Comprehensive Wealth Management Program. Currently, Chad serves on the MSU-Billings College of Business Advisory Board.  He teaches Sunday School at Faith Chapel and coaches youth sports. He is a frequent guest on the KTVQ Morning TV Show discussing financial planning topics. He is a graduate of Leadership Montana and has been recognized as one of Billings' “Forty under 40”. Chad and his wife, Chris, have four young children, Ty, Ella, Sally and Gwen. Their family enjoys the outdoors and attending sporting events.

Beverly Coop
Client Associate

Beverly serves as Client Associate to facilitate and support the administrative tasks for the team. Bev grew up in Billings and has been in the investment industry for 24 years. She is married to her husband, Ricky, and enjoys traveling and being outdoors, gardening and home decorating.