Our Team


Left to right: Linda, Bev, Chad and Abby.

 

Chad Lippert, CFP®, CWS®, CPFA
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 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. He 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. 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.

 

 

Abby Atkins
Client Associate

Abby began working in the investment industry shortly after graduating from Montana State University in 2016. She started at an investment firm in Portland, Oregon, but moved back to Billings to be closer to family. In her free time, you can find her cooking, baking, spending time with her significant other, Thor, or playing with the cat.

 

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, MT, and works for Big Sky resort and WellnessWorx.