about alpha financial services
Why choose AFS?
our mission
We pride ourselves on upholding the highest standard of integrity and professionalism. As federal employee benefit specialists, we strive to learn everything about your financial situation. From there, we can provide you with top quality information, services, and products to help you reach your retirement goals.
meet our co-founders
Our team of specialists
Rich Hays
Rich Hays, partner at Alpha Financial Services, founded his practice on his desire to serve those in his community. Rich has lived in Bozeman, Montana since 1972, when his father graduated from dental school in Washington and uprooted his family to the small town.
Richard Hays
Rich Hays, partner at Alpha Financial Services, founded his practice on his desire to serve those in his community. Rich has lived in Bozeman, Montana since 1972, when his father graduated from dental school in Washington and uprooted his family to the small town. Ever since that time, Rich has felt the need to give back to his neighbors and those that have made Bozeman home for him and his family after all these years. Always having an interest in business and finance, Rich went on to gain his degree in Business Administration from Montana State University. During his 25 years in the financial industry, Rich has earned his Certified Financial Planner designation, as well as licenses in Life and Health and P&C.
Alpha Financial Services works to serve federal employees and their families, offering those hard working people assistance navigating through their benefits during and after their working years. Rich also specializes in safe money retirement options for his clients. His ideal client would come to him looking for guidance for the present and the future, desiring some understanding of their benefits.
Brett Loomis
Brett Loomis, partner at Alpha Financial Services, has been helping families in the Bozeman, Montana community fulfill their financial goals for 22 rewarding years. After obtaining his license as a telemarketer, Brett decided to take a shift in his career and start helping people with their financial future rather than selling them a product over the phone.
Brett Loomis
Brett Loomis, partner at Alpha Financial Services, has been helping families in the Bozeman, Montana community fulfill their financial goals for 22 rewarding years. After obtaining his license as a telemarketer, Brett decided to take a shift in his career and start helping people with their financial future rather than selling them a product over the phone. Today, he holds a Life and Health license and a Property and Casualty license. Brett is also a member of the Independence Excellence Group, a prestigious group of financial experts from across the country. Brett prides himself in his specific work with federal employees, helping them plan a secure retirement and keep their taxes to a minimum. When meeting with clients, Brett assumes nothing about their financial situation. Rather, he takes his time in the process of getting to know them as people, their goals and their needs. He works every day to show his clients that managing money is a learned skill, like riding a bike. It takes work, effort and self-control.