Our Team

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. He joined D.A. Davidson & Co. in 1998. A Montana State University graduate, Chad holds a bachelor's degree in business finance and is a CERTIFIED FINANCIAL PLANNER™ professional. He has also earned the Certified Wealth Strategist® certification and has successfully completed Cannon Financial lnstitute'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 serves as a leader of AWANA and coaches youth sports. Chad is a frequent guest on the KTVQ Morning TV Show discussing financial planning topics. A graduate of Leadership Montana and former Treasurer of their Board of Governors, Chad was recognized in 2018 with the Tom Scott Award for Leadership Excellence in Montana. Chad has also been recognized as one of Billings’ “40 Under Forty”. 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.