Our Team

   L to R: Paula Harper, Beverly Coop, Chad Lippert and Linda Buckman

Chad Lippert, CFP®, CPFA, 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. Recognized as an industry leader, Chad was named a Forbes Best-In-State Wealth Advisor in Montana in 2021 and 2022. Additionally, in 2019, he was nominated to the FA Advisory Council, a select group chosen to represent D.A. Davidson and shape the firm's wealth management strategies. Currently, Chad teaches Sunday school at Faith Chapel, serves as a leader of AWANA, coaches youth sports, and is a member of the Endowment Committee for Leadership Montana. Over the past 20 years, he was 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. He has also been recognized as one of Billings' “40 Under Forty”. Chad and his wife, Kristi, have five young children: Ty, Ella, Sally, Gwen and Lawson. 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 27 years. She is married to her husband, Ricky, and enjoys traveling and being outdoors, gardening and home decorating.



Linda Buckman
Cashier, Receptionist

Linda is a third generation Montanan. Born and raised in Billings, Linda graduated from Billings Senior High School. With 19 years of banking experience, she brought her outstanding customer service skills to D.A. Davidson in 2016. Linda enjoys spending time in the great outdoors, reading a good book, and traveling. She is blessed with her daughter, Autumn Rose, from her marriage to her late husband Troy. Autumn Rose currently lives in Bozeman, and works for Big Sky resort and WellnessWorx. 


 Paula Harper
 Client Associate

Paula worked for US Foods for 31 years in procurement/category management prior to joining the Lippert Wealth Management team. She is married to her high school sweetheart, spending time to golf, fish and travel; she also loves to spend time with her six grandchildren.