Jamison R. Banna

jamison@glacierwealthmanagement.com

Investment Advisor Representative

Registered Representative

Securities Licenses  7, 63 and 65

Financial Planner  • Portfolio Manager • Tax Specialist  • Educator

Licensed Insurance Producer:  Life, Health, Disability, and Long-Term Care

President, Glacier Wealth Management, Inc.

Education: Bachelor of Science in Business, Montana State University

Experience

  • Financial Planning
  • Portfolio Management
  • Investment Management
  • Insurance Strategies
  • Personal & Business Tax Preparation & Planning
  • Estate Planning
  • Business Structure & Formation
  • Partner & Shareholder Exit Strategies
  • Business Law
  • Budgeting & Forecasting
  • Financial Analysis
  • Compliance & Protection
  • Mergers and Acquisitions
  • Financial Education

Personal and Professional Path

Jamison R. Banna was born in the Flathead Valley and raised in Kalispell, MT.  He excelled as a student-athlete at Flathead High School, earning him a full-ride Track & Field Scholarship at Montana State University.  He was an NCAA Qualifier, Big Sky Conference Champion, and record holder for 28 years.  In 2011, Jamison was honored and inducted into Kalispell's Legends Stadium Wall of Fame.

Jamison has been married for 35 years and has five children.  He has a disabled daughter who is diagnosed with Pitt-Hopkins Syndrome.  He is well aware of the challenges faced by people with disabilities and their families, and is passionate about advocating for them. 

Jamison R. Banna was born in the Flathead Valley and raised in Kalispell, MT. He excelled as a student-athlete at Flathead High School, earning him a full-ride Track & Field Scholarship at Montana State University. He was an NCAA Qualifier, Big Sky Conference Champion, and record holder for 28 years. In 2011, Jamison was honored and inducted into Kalispell's Legends Stadium Wall of Fame.

Jamison received a business degree from Montana State University with an emphasis in Management, Accounting, and Information Systems. In 1998, he started his own accounting firm, focusing on accounting, tax preparation, and business formation and structure. Over the years, Jamison realized the need for a comprehensive approach to his client's personal and business financial affairs. He incorporated Comprehensive Financial Planning, Investment Management, Insurance, and Estate Planning in 2010. To focus exclusively on Financial Planning, Investment Management, Insurance, Tax Consulting, and Financial Education, Jamison sold his Tax and Accounting Firm in 2017 to Anderson ZurMuehlen (now Pinion). His three staff members and over 225 clients made the transition.

Jamison is passionate about financial education and has created a series of classes called "You Don't Know, What You Don't Know" that cover retirement, investments, financial planning, taxes, business, and risk management at the University of Montana, both online and in person, for individuals, companies, and organizations. This allows him to help educate and enlighten people about the intricacies and complexities of retirement risks, taxes, estate planning, and business financial planning. He gains great satisfaction and enjoyment, empowering people to make the best-informed decisions about their financial affairs.

Jamison's extensive knowledge in tax, investments, insurance, personal and business structure, estate planning, financial analysis, and accounting allows him to provide the plan, structure, and support his client's need to reduce their tax burden, create tax-free retirements, save for retirement, plan for the unknown, and have more security and quality of life while preparing for, or living in retirement. His experience and analytical approach to comprehensive planning, tax, and investment management make him a unique, thought-provoking, and excellent Instructor.

Outside of is professional life Jamison enjoys spending time with his wife and family, watching movies, traveling, serving people, and cherishing quality time with loved ones. He also enjoys helping out at college track meets and finds fulfillment in coaching and encouraging others.

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Stephanie Franklin

Licensed Insurance Producer

Licensed Insurance Professional: Health, Life, Medicare products 

Specialization: ACA plans, Group Coverage, Medicare Solutions

She has more than 10 years of experience in the insurance industry. She is dedicated to helping individuals and families find the protection and peace of mind they deserve. 

Throughout over a decade of service, she has developed a reputation for simplifying complex insurance options, clearly explaining benefits, and guiding clients confidently through every stage of the enrollment process.  Whether assisting someone preparing for retirement, securing a family's financial future, or finding affordable health coverage, she focuses on education, transparency, and long-term support.

Committed to building lasting relationships, she stays current with industry and regulatory changes to provide the most accurate and beneficial guidance possible.  When working with Stephani, clients can expect personalized attention, integrity, and solutions designed to protect what matters most.

 

 

 

 

PlanMember Securities Corporation (PSEC) is not liable for ancillary products or services offered by Stephanie Franklin as PSEC does not sell or offer any of the above mentioned products.

Stephanie Franklin is not a Registered Representative of PlanMember Securities Corporation.

 

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Amie Tacka

Client Service Associate

Client Service Associate

She brings over two decades of experience in the financial services industry.

Education: She earned her MBA with a concentration in Finance from Villanova University and a BA in Economics from Indiana University of Pennsylvania, graduating Magna Cum Laude.  She also studied international finance at Bocconi University in Milan.

Previously, she spent 16 years at Wells Fargo, most recently as a Portfolio Integrity Manager, where she led firm-wide initiatives to streamline operations, implement system upgrades, and reduce risk across more than 30,000 portfolios.  Her focus on quality control, process improvement, and cross-functional collaboration helped drive efficiency and consistency across Wealth Investment Management operations.

Earlier in her career, she served as a Regional Portfolio Manager and Wealth Portfolio Services Portfolio Manager, overseeing $18 billion in assets under Management and executing complex investment strategies tailored to high-net-worth clients.  She has had previous experience in asset allocation, equity optimization, fixed income, and multi-asset portfolio strategies.

Outside of my professional life, I am passionate about pickleball, and you can often find me on the court in my free time.  I also volunteer in my community and am an avid enthusiast of all things Pacific Northwest.  Whether exploring the great outdoors, enjoying local events, or participating in community service, I strive to give back while embracing the natural beauty of this region.

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Halton Stancil

Client Service Associate

Client Service Associate

Education: A graduate of Montana State University with a B.S. in Business – Finance

At MSU he developed a strong foundation in financial principles and investment strategy. 

While at MSU, he served as Business Manager for the Associated Students and Co-President of the Finance Club, and he discovered his passion for personal finance while working at the university's Office of Financial Education.

Originally from Missoula, Halton graduated from Sentinel High School, where he competed on the school's debate team.  His involvement in debate led to a lasting commitment to public speaking education, and today he continues to coach and mentor students in competitive speech and debate programs.

Halton brings a thoughtful and disciplined approach to working with clients and enjoys helping individuals and families.  Outside of the office, he enjoys spending time outdoors—skiing in the winter, swimming in the beautiful lakes of Western Montana in the summer, and improving his tennis game year-round.

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Patricia A. Carlisi

Marketing/Community Development/Administrative Assistant

Marketing/Community Development/Administrative Assistant

Education: She holds a liberal arts degree from the Banff Centre in Canada and pursued further studies in marketing and business at the University of California

With over three decades of experience across commercial and residential banking, escrow, and real estate, she brings a rare blend of financial experience and strategic problem-solving.

Her ability to navigate complex systems within strict procedural frameworks earned them a unique role working closely with then-Mayor Gavin Newsom as his entertainment arts liaison and personal assistant for over nine years—a collaboration that has extended into meaningful projects alongside California's current governor, focused on helping constituents save money and find housing in Montana.

Since joining Glacier Wealth Management in January 2021, she have found fulfillment in community engagement and financial education.  Partnering with Jamison R. Banna for three and a half years at the University of Montana, I have worked to help Jamison promote literacy through the Society of Financial Awareness while actively organizing events that empower and uplift.

Academically, she holds a liberal arts degree from the Banff Centre in Canada and pursued further studies in marketing and business at the University of California.  A lifelong learner and storyteller, I am currently studying through American Zoetrope, an American film production company, and recently published Snapping Back—a powerful exploration of voice and its impact.

Beyond the page and podium, I serve on the Advisory Board of the Divina World Foundation, helping nourish communities worldwide through music and cultural events.  Whether mentoring others through cultural preservation, or creating one initiative change at a time, their work continues to echo with purpose and heart.

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Cindy Habig

Assistant

Client Service Associate

Education: Bachelor of Business Administration, Mount Vernon Nazarene College

She has over 28 years in the financial industry. She initially started in 1991 with Bank One but in 2004, JPMorgan Chase acquired Bank One.

Previous Experience:

  • Investment Management & Analysis: Portfolio analysis, asset allocation, performance reporting, and client presentation for high-net-worth accounts.
  • Leadership & Team Management: Managed global teams of 10–100+ analysts, driving operational excellence and compliance.
  • Compliance & Risk Management: Subject matter expert in AML/KYC, policy development, and regulatory remediation, including OCC consent orders.
  • Strategic Initiatives: Built global onboarding quality control frameworks and contributed to firm-wide asset allocation strategies.

Personal and Professional Path

Cindy Habig was born and raised in Seattle, Washington.  In 1989, she moved to Columbus, Ohio, where she married and started her family.  Cindy began her professional career as a licensed Health, Life, and Disability insurance agent, managing health and disability plans for the Ohio Dental Association before joining JPMorgan Chase (Bank One) in 1991.

Her career at JPMorgan Chase started as an Executive Assistant in the Corporate Audit Department.  She advanced to Risk Analyst, conducting audits within the Investment Management Group, including Operations, Corporate, and Personal Trust.  During this time, Cindy attended and successfully completed Cannon Trust School I.

In 1998, Cindy became Manager of the Investment Performance Reporting group, leading a team of ten analysts responsible for system maintenance, performance attribution, portfolio analysis, and client presentation materials for over 40,000 managed accounts.  Following the 1999 merger of Bank One with JPMorgan Chase, Cindy transitioned in 2002 to Senior Portfolio Analyst within the Business Development/Investment Strategies group.  She analyzed portfolios for prospective clients, constructed asset allocation and product solutions, and served on the Portfolio Construction Committee, maintaining Asset Allocation grids for JPMorgan Private Bank.

In 2007, Cindy became the Executive Director of the Global Client Onboarding Quality Control group and earned her Series 99 FINRA Operations Professional license.  She built and managed a global team of over 100 analysts responsible for quality reviews of Anti-Money Laundering (AML) and Know Your Customer (KYC) documentation, ensuring compliance with the PATRIOT Act and the Bank Secrecy Act.  Cindy became a subject-matter expert in AML/KYC, supporting front-office teams and senior management during internal and OCC audits.

In 2016, Cindy assumed a true compliance role as Global Client Onboarding Controls and Procedures Executive.  She led a team of ten technical writers to create and maintain global AML/KYC policies and procedures and played a key role in managing the action plan to close a firm-wide OCC consent order related to the Bank Secrecy Act/AML.

After retiring from JPMorgan Chase in 2019, Cindy moved to Lolo, Montana, to be closer to family.  In 2020, she joined Glacier Wealth Management as an Client Service Associate, supporting Jamison R. Banna.  She managed client activities, conducted portfolio analyses for financial planning support, prepared compliance reports, managed CRM systems, trained new employees, and coordinated client meetings.

In 2021, Cindy began a two-year program to become an Eden Energy Medicine Certified Practitioner (EEM-CP).  She left Glacier Wealth Management in December 2023 and earned her certification in May 2024.  Cindy launched her own business, Healing Energy for a Better Life, LLC, where she sees clients part-time in Missoula.

In December 2025, Cindy rejoined Glacier Wealth Management part-time to assist Jamison with the Broker Dealer transition and prepare for the company’s expansion.

Cindy has two children: her eldest lives in Austin, Texas, and her son resides in Lolo, Montana.  She enjoys hiking, crafting, and spending time with family.  Cindy loves to travel and has a passion for adventure, including roller coasters, ziplining, and skydiving.

 

Healing Energy for a Better Life, LLC, Glacier Wealth Management and PlanMember Securities Corporation are independently owned and operated companies.

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