Our Team

 

 

 

 

 

 

 

 

 

 

 


 

   L to R: 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. Over the years he has also earned the Certified Wealth Strategist® certification and Certified Plan Fiduciary Advisor designation.  Chad has been named in the Top Ten *Forbes Best-In-State Advisors in Montana in 2021, 2022 and 2023.  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.  Chad has taught Sunday school at Faith Chapel, has served as a leader of AWANA, coaches youth sports and has been 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. Chad is a graduate of Leadership Montana and former Treasurer of their Board of Governors.  Chad and his wife, Kristi, have five young children: Ty, Ella, Sally, Gwen and Lawson and will be welcoming twin daughters yet this year. Their family enjoys the outdoors and attending sporting events.

*The 2023 ranking awarded in April of 2023 based on an evaluation period of 6/30/21 - 6/30/22.  The 2022 ranking awarded in April of 2022 based on an evaluation period of 6/30/20 - 6/30/21.  The 2021 ranking awarded in February of 2021 based on an evaluation period of 6/30/19 - 6/30/20. No compensation was provided in connection with obtaining or using this ranking.  Evaluations conducted by SHOOK Research LLC in partnership with Forbes.

 

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.