YOUR GUIDES
Specializing in Risk & Portfolio Management, Tax-Aware Investing, and Goal-Based Financial & Estate Planning.
Armed with the knowledge, skill, and experience to identify and analyze the challenges you face, we develop specific strategies to help minimize taxes, maximize growth, monetize assets, and transfer wealth, each according to your goals and objectives. To drive your success we communicate regularly, offer frequent helpful tips via our personalized blog and monthly newsletter, and provide industry-leading, user-friendly technology so you can track and monitor your progress from the palm of your hand, 24/7. Best of all, our client satisfaction team is second to none and happily at your service.
JON C. GOODMAN, CPWA®
PRIVATE WEALTH ADVISOR
Jon C. Goodman founded JCG Advisory Partners—an independent investment firm headquartered in Bozeman, Montana—to help individuals, families, and foundations safely bridge the gap between where they are financially and where they want to be. A long-standing member of the Investments & Wealth Institute, Jon has earned the prestigious Certified Private Wealth Advisor® designation and holds a Series 66 license. He completed his undergraduate and graduate studies at Duke and Georgetown Universities, respectively, and holds certificates in Writing from Stanford University and in Private Wealth Management from the University of Chicago’s Booth School of Business.
In addition to his advisory work, Jon is the founder of millionaireME, a personal finance app designed to help people from all walks of life reduce debt, build emergency savings, and invest toward both short- and long-term financial goals.
He lives in Bozeman with his wife, Ceci, and cherishes time spent with their five children and two grandchildren—especially when exploring the great outdoors together.
Christine Despres, RN, NBC-HWC
The Wellness Navigator
The Wellness Navigator, Christine Despres, RN, NBC-HWC, has served for over 30 years as a registered nurse in diverse settings—from Jackson Hole to San Francisco, Montana, and now Atlanta. Her passion for holistic health led her beyond traditional care into functional medicine, nutrition, fitness, and aging science.
Now, as a National Board-Certified Health & Wellness Coach, Christine helps clients take control of their health with sustainable lifestyle changes that support aging well, disease prevention, and daily vitality.
She believes food is medicine—but it should never taste like it. Rather than restrictive diets, Christine promotes real, delicious food that fuels the body, balances hormones, and supports brain health.
Her coaching focuses on six pillars of wellness:
1. Nourishing food
2. Joyful movement
3. Sleep, mindfulness, and stress care
4. Hormonal balance
5. Brain health and connection
6. Daily detox for digestion
Christine works 1:1 with clients online to take the guesswork out of wellness and restore energy, clarity, and long-term health.
Connect at http://www.thewellnessnavigator.com or email christine@thewellnessnavigator.com
Cormac Murphy, CFA
CacheTech
As CEO of CacheTech, Cormac leads the firm’s mission to streamline financial operations through technology-driven solutions. A CFA Charterholder with a master’s in Economics from the University of Colorado Denver, he brings deep expertise in investment management, compliance, and trading. Before founding CacheTech, he spent a decade at Charles Schwab managing a $4 billion global tactical asset allocation strategy. Originally from Flagstaff, Arizona, Cormac is also an avid backcountry skier, often starting his mornings in the mountains before diving into the world of financial innovation.
Connor Murphy
CacheTech
As Managing Director of Trading & Operations at CacheTech, Connor brings over a decade of experience in trading, portfolio management, and operational efficiency. Previously, he spent 11 years at Charles Schwab, where he led trading and trade support teams, managed SMA programs, and streamlined operations through technology and process improvements. With a strong background in trading integration and risk management, Connor ensures seamless execution and efficiency in CacheTech’s trading and operational strategies. Outside of work, he enjoys skiing, mentoring, and exploring the outdoors.
David Kastner, CFA
CacheTech
David specializes in advising clients and managing portfolios, serving as the bridge between wealth management and investment strategy at CacheTech. With 25 years at Charles Schwab—where he led market analysis, tactical asset allocation, and ETF selection—he brings deep expertise in portfolio management and risk assessment. A CFA Charterholder with a degree in Economics from the University of Kansas, David is passionate about simplifying complex market insights for clients. Outside of work, he enjoys mountain biking, skiing, and spending time with his wife, children, and grandchildren.
JOHN BELDY
Sentry Capital Management
With over 30 years of experience in options strategy and trading, Denver resident John is a leader in structured investments. Before founding Sentry, he was a Managing Partner at Exceed Investments, pioneering hedging strategies for investment managers. Sentry specializes in bespoke hedging and offers a Hedged Growth Strategy, combining exposure to domestic ETFs with a covered call overlay to deliver growth while generating income and mitigating risk. John began his career as an Options Market Maker on the Pacific and American Stock Exchanges. In his free time, he enjoys golf, squash, and spending time with family and his dog, Bruno.
Our mission is to provide advanced Private Wealth planning solutions to HNW individuals, families, and foundations in the Intermountain West with both the personal and professional care they deserve.