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Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Financial Advisors

Doug Maher

Financial Advisor

doug@bmsadvisors.com

My mission is to add value to even the most knowledgeable investor through the support and guidance I provide. I help you identify your true needs and design a plan to help you pursue your goals. This plan helps you to create, preserve...

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Hugh  T. Boyle

Financial Advisor

hugh@bmsadvisors.com

Hugh has a BS in civil engineering from the South Dakota School of Mines and Technology. (1979) He has worked for Fortune 500 companies. He has worked with small and start up technology companies. He has created and run numerous...

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Jarrett Apa

Financial Advisor

jarrett@bmsadvisors.com

Jarrett Apa began his career as an Investment Advisor Representative in 2013 after graduating from Black Hills State University with a degree in Finance and Economics. Prior to his time at BHSU, Jarrett served four years in the United...

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Nate Starkey, BFA™, WMS, CFS™

Financial Advisor

nate@bmsadvisors.com

Nate has spent over a decade working as a consultant to help other financial advisors address the needs of their clients all the over the country. Having an intimate knowledge of various investment strategies, planning software,...

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Support Staff

Andrea Schoenefeld

Client Account Specialist

Ashley Schnell

Financial Paraplanner

ashley@bmsadvisors.com

Ashley was born and raised in Rapid City. She attended college at Pázmány Péter in Piliscscaba, Hungary and studied Criminal Justice and Political Science at the University of South Dakota. Since returning home,...

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Cindy Sletten

Client Account Specialist

cindy@bmsadvisors.com

As a Client Account Specialist, Cindy assists in paperwork processing and meeting preparation. This position also assists our clients with making deposits to accounts, money transfers and distributions. If you need assistance with...

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Linda Boll

Client Care Specialist

linda@bmsadvisors.com

Linda joined BMS in 2021, greeting every client and visitor with a smile. She takes great care of clients and staff while maintaining a welcoming office and busy calendar of meetings. She moved from Hartford, SD where she was raised on...

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Tracy Kaltvedt

Office Organizer

tracy@bmsadvisors.com

Tracy joined BMS Financial Advisors in 2018. Their family's love for the outdoors brought them to the Black Hills in 2009. The Kaltvedt family has a small acreage in the foothills that they enjoy their mules, dogs, chickens & the...
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Wanita Davis

Client Account Specialist

Wanita joined BMS Financial Advisors as a Client Accounts Specialist. She has a medical secretary certificate from Nettleton College and a Business Associates Degree from Sinte Gleska University. She has been an acting county auditor,...
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