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, 2023 and 2024. Additionally, Chad is a member of Director's Council, a select group chosen to represent D.A. Davidson and shape the firm's wealth management strategies.

Chad has a passion for helping develop young people and is the Head Varsity Football coach at Broadview-Lavina. He has also been a coach for Upward Basketball in Billings for the past ten years. In 2024, out of over 100 coaches in the Upward basketball program, he was selected as Coach of the year.

Besides coaching he has also taught Sunday school at Faith Chapel, served as a leader of AWANA 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 seven children: Ty, Ella, Sally, Gwen, Lawson, Emerson, and Madison. Their family enjoys doing anything outdoors along with participating and attending youth sports and music events.

*The 2024 ranking awarded in April of 2024 based on an evaluation period of 6/30/22 - 6/30/23.  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 February 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 supports “Lippert Wealth Management” as a Client Associate, managing client service and cultivating long-term relationships with care and attention. Hardworking, approachable, and passionate, she loves making a difference in the financial and personal lives of the clients she serves. She is known for her organization, follow-through, and ability to simplify complex information. Bev values teamwork and clear communication. With meticulous organization and a proactive mindset, she ensures that clients’ needs are met and are a big part of the team’s communication efforts. Bev brings a diverse professional background and a “can-do” attitude to her role, allowing her the ability to build trust as she helps ensure clients’ needs are fully reflected in their wealth management strategies. Beverly was raised in Billings MT and has been with the Lippert Wealth Management Team for over a decade. She started her career 33 years ago in the financial industry and has worked at other Brokerage firms throughout her career. Bev enjoys spending time with family and traveling. Bev and her husband Ricky enjoy gardening and home improvement projects. The thing she treasures most is spending time with her grandson Taron and her yearly trips with her sisters.

Jacob joined D.A. Davidson in November of 2023 and serves as a Client Associate. Jacob attended Montana State University – Billings and graduated in the spring of 2023 with a degree in Business Finance.

He is extremely excited to continue his education of the finance industry under the guidance of Chad. Jacob loves to golf, scuba dive, travel, and spend time with his nieces and nephews.

Kim Dickinson joined D. A. Davidson in October of 2025, expanding her career path from the banking industry to investments. Kim has a strong passion for client care and providing the best and most reliable customer service is her top priority.

Kim is a born and raised Florida native who moved to Billings, MT in 2020 with her husband, Travis, and stepson, Orion. Kim and Travis also have two small dogs, Georgie and Teddie.  Kim and Travis enjoy scenic drives and love to travel. Discovering new places, grilling or smoking meats and hosting fun dinners for friends and family are just a few of Kim’s favorite ways to spend her free time.