Gary Lucas, CFA / Principal
Gary grew up in Miles City, Montana, and graduated from Custer County High School in 1984. He later earned a degree in Business Administration from Carroll College in Helena, Montana. Shortly after college, Gary earned his CPA certificate (currently inactive status). Gary has more than 25 years of financial industry experience, starting as a credit analyst for a large regional bank in Lincoln, Nebraska in 1988. Gary also worked at D.A. Davidson & Co.’s money management division from 1990 to 1998, where he was a Senior Portfolio Manager responsible for investment research, security selection, and client service. Gary joined Stockman Bank of Montana in 1998 as a Senior Vice President and Chief Investment Officer. While at Stockman, Gary also served as CEO of Stockman Asset Management, a registered investment advisory firm.
Bart Aby / Principal
Bart grew up in Glendive, Montana, and graduated from Dawson County High School. Bart attended Carroll College in Helena, Montana and graduated in 1988 with a Bachelor’s degree in Business Administration. He furthered his schooling by receiving a Master’s of Education from Montana State University. Bart has worked in the investment industry for over 12 years, starting at Stockman Asset Management in 2005, before becoming a Principal at Allied Investment Advisors, focusing on business development and client relations.
Eric Vermulm, CFA / CIO & COO
Eric grew up on a farm near Conrad, Montana, and graduated from Conrad High School. He then attended Montana State University where he earned a Bachelor’s degree in Business Finance and a minor in Economics. Starting as a Loan Officer at Stockman Bank, Eric transitioned to Stockman Asset Management in 2004. During that time, he earned his Chartered Financial Analyst (CFA) designation. In 2009, he focused on fundamental and technical research and client communications as Senior Portfolio Manager at Stack Financial Management. In 2016, Eric rejoined Stockman Wealth Management as the Chief Investment Officer. Eric joined Allied Investment Advisors in February 2018 as Chief Investment Officer and Chief Operating Officer, and primarily works from the Conrad office.
Kellie Hirsch / Investment Advisor Rep. & Operations Manager
Kellie grew up in Bridger, Montana, and graduated from Bridger High School in 1997. She then attended Montana State University – Billings and earned a Bachelor’s degree in Business Management / Communication. Kellie worked at First Citizens Bank for over 7 years before accepting a position at Stockman Asset Management. Kellie has been with Allied Investment Advisors since its inception, working as a Customer Service Representative and Office Manager, before moving into her current position of Investment Advisor Representative and Operations Manager. Kellie obtained her Series 65 Investment Advisor license in 2009 and her APMA® designation in 2014.
Sarah Siderius / Director of Client Relations & Marketing
Sarah grew up in Glendive, MT and graduated from Dawson County High School in 1989. She earned her degree in Business Management from Seattle Pacific University in 1993. Sarah has more than 26 years of experience in the financial services industry. She spent 16 years at Wells Fargo, serving in client facing and business development roles specific to personal wealth and the qualified retirement plan business. Sarah worked at First Interstate Wealth Management from 2009-2019 and served in a variety of roles; most recently as Senior Vice President and Regional Manager, where she was tasked with leading teams and overseeing sales growth, client experience, and other aspects of business strategy and direction. Sarah joined Allied Investment Advisors as Director of Client Relations and Marketing in September 2019. Sarah holds the Accredited Investment Fiduciary (AIF®) designation.
Lisa Watson / Investment Assistant & Office Manager
Lisa grew up in Glasgow, Montana, graduating from Glasgow High School in 1991. After 2 years of college, Lisa returned to Glasgow where she worked for Nemont Telephone in various departments including retail sales, customer service, and marketing/agent relations. In 1998, Lisa went to work as the Medical Facilitator for Milk River, Inc., a non-profit organization that serves developmentally disabled adults. She worked at Milk River until moving to Billings in 2005. Most recently, Lisa worked as a Human Resources Director for 8 years before joining Allied Investment Advisors in February 2015.
Bo Baker / Business Development Representative
Bo grew up in Glasgow, Montana, and graduated from Glasgow High School in 1982. Bo graduated from Eastern Montana College in 1986 with a degree in Business Administration/Marketing. Bo has been in the Billings community for 30 years and has worked in the marketing field, most recently with Henry Schein as a Medical Supply Consultant. He joined Allied Investment Advisors in October 2015.
Christy Smith / Investment Assistant
Christy grew up in Billings, Montana. After graduating from West High in 1988, she attended Montana State University Bozeman, graduating with a Bachelor’s degree in Business Finance with an emphasis in Communication. She has worked in a variety of capacities in small businesses and in the banking industry, and joined Allied Investment Advisors in August 2017.