We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
meet the team
Rich & Brett
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.
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.
Rachel Bos, Assistant at Alpha Financial Services, fell into this role due to her deep passion to work with people. She’s a helper at heart, and customer service is at the core of what she is best at. She was born and raised in Bozeman, Montana and serves her community well.