Shawn Hertz
Senior Vice President/Investments
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About Me
Shawn has worked closely with individuals and families in pursuing their financial goals for more than 35 years. Prior to becoming a financial advisor, he spent two years in banking. Shawn’s favorite aspect of his job is building strong, long-term relationships with clients based on understanding and trust.
Shawn grew up on a small cattle ranch near Clyde Park, Montana, in the Shields Valley, received a certificate in Business and Accounting from the Helena College University of Montana, and has been a resident of Gallatin County since 1983. Shawn and his wife, Meg, married in 1987 and have two children, Hannah and Chad, who have both graduated from Montana State University. Shawn and Meg are now proud grandparents to two wonderful granddaughters. Outside the office, you can find Shawn with family and friends, helping with a Big Sky Bravery Task Force, or on a horse, helping a neighbor.
Shawn is a strong contributor to the Bozeman community. He has worked hard to help establish Big Sky Bravery, a nonprofit organization that brings in our military’s active duty special operations force members for post-deployment decompression programs in Montana. He has been a member of Bozeman Noon Rotary since 2000, as well as a past board member. Shawn served as the Bozeman Noon Rotary president from 2012 to 2013 and has also served on the boards of the Intermountain Opera and Uganda Orphans Fund.
“This community has given me the opportunity to raise my family, participate in community outreach, and establish a large circle of friends, all while making countless memories.”
Shawn Hertz
Senior Vice President/Investments
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Shawn has worked closely with individuals and families in pursuing their financial goals for more than 35 years. Prior to becoming a financial advisor, he spent two years in banking. Shawn’s favorite aspect of his job is building strong, long-term relationships with clients based on understanding and trust.
Shawn grew up on a small cattle ranch near Clyde Park, Montana, in the Shields Valley, received a certificate in Business and Accounting from the Helena College University of Montana, and has been a resident of Gallatin County since 1983. Shawn and his wife, Meg, married in 1987 and have two children, Hannah and Chad, who have both graduated from Montana State University. Shawn and Meg are now proud grandparents to two wonderful granddaughters. Outside the office, you can find Shawn with family and friends, helping with a Big Sky Bravery Task Force, or on a horse, helping a neighbor.
Shawn is a strong contributor to the Bozeman community. He has worked hard to help establish Big Sky Bravery, a nonprofit organization that brings in our military’s active duty special operations force members for post-deployment decompression programs in Montana. He has been a member of Bozeman Noon Rotary since 2000, as well as a past board member. Shawn served as the Bozeman Noon Rotary president from 2012 to 2013 and has also served on the boards of the Intermountain Opera and Uganda Orphans Fund.
“This community has given me the opportunity to raise my family, participate in community outreach, and establish a large circle of friends, all while making countless memories.”
Koy Hoover, CFP
First Vice President/Investments
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About Me
Koy has been in the investment industry since 1999 and focuses on personal wealth management and customized investment planning for individuals and families. His passion is fostering relationships with people and guiding them through developing and working toward their financials goals.
Koy graduated from the University of Washington and also holds the CERTIFIED FINANCIAL PLANNER™ certification. He was one of the founding members of the Big Sky Rotary, where he is still an active member, and also serves on the executive committee of the Montana Council on Economic Education.
Koy grew up in Spokane, Washington, and spent his summers in Priest Lake, Idaho, where he learned to love the great outdoors. He has lived in the Gallatin Valley since 1998 with his wife, Jennifer, and their children, Miles and Myla. Together, their family loves to explore with friends in Big Sky Country throughout all seasons.
Koy Hoover
CFP
CFP
First Vice President/Investments
4065564407
Koy has been in the investment industry since 1999 and focuses on personal wealth management and customized investment planning for individuals and families. His passion is fostering relationships with people and guiding them through developing and working toward their financials goals.
Koy graduated from the University of Washington and also holds the CERTIFIED FINANCIAL PLANNER™ certification. He was one of the founding members of the Big Sky Rotary, where he is still an active member, and also serves on the executive committee of the Montana Council on Economic Education.
Koy grew up in Spokane, Washington, and spent his summers in Priest Lake, Idaho, where he learned to love the great outdoors. He has lived in the Gallatin Valley since 1998 with his wife, Jennifer, and their children, Miles and Myla. Together, their family loves to explore with friends in Big Sky Country throughout all seasons.
About Me
J.T. started his career in the financial services industry more than 20 years ago with T. Rowe Price, where he worked on the equity and mutual fund trading desk. He began working with Shawn and Koy in 2002, and from then on, his role has focused on working with them in developing and implementing the team’s asset allocation program, trading strategies, and analyzing market conditions.
J.T. earned undergraduate degrees in both Economics and Psychology, and you can usually find him analyzing the latest paper on economics. Though he grew up in the Pacific Northwest, he now calls Montana home. In his free time, he is an avid road cyclist, hiker, and sea kayaker.
Asset allocation does not ensure a profit or protect against loss.
J.T. Tonkin
Financial Advisor Associate
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J.T. started his career in the financial services industry more than 20 years ago with T. Rowe Price, where he worked on the equity and mutual fund trading desk. He began working with Shawn and Koy in 2002, and from then on, his role has focused on working with them in developing and implementing the team’s asset allocation program, trading strategies, and analyzing market conditions.
J.T. earned undergraduate degrees in both Economics and Psychology, and you can usually find him analyzing the latest paper on economics. Though he grew up in the Pacific Northwest, he now calls Montana home. In his free time, he is an avid road cyclist, hiker, and sea kayaker.
Asset allocation does not ensure a profit or protect against loss.
Kimberly A. Novak
Senior Registered Client Service Associate
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About Me
Kim began her financial industry career in 1983 at a small regional firm in Minneapolis. Since the start of her career, she has worked in several roles throughout the financial industry, honing her skills in each role. Kim joined the Hertz Hoover Wealth Management Group in 2022, focusing on delivering outstanding client service, developing and preserving client relationships, and providing administrative support.
Kim grew up in Minnesota, where she discovered her sense of adventure in all areas of life. The biggest adventure of all - raising her son, Clayton, who now resides in Seattle. Outside the office, she spends her time exploring new places near and far, trying new experiences, including restaurants, outdoor activities, and baking delicious delicacies for her coworkers.
Kimberly A. Novak
Senior Registered Client Service Associate
4065564408
Kim began her financial industry career in 1983 at a small regional firm in Minneapolis. Since the start of her career, she has worked in several roles throughout the financial industry, honing her skills in each role. Kim joined the Hertz Hoover Wealth Management Group in 2022, focusing on delivering outstanding client service, developing and preserving client relationships, and providing administrative support.
Kim grew up in Minnesota, where she discovered her sense of adventure in all areas of life. The biggest adventure of all - raising her son, Clayton, who now resides in Seattle. Outside the office, she spends her time exploring new places near and far, trying new experiences, including restaurants, outdoor activities, and baking delicious delicacies for her coworkers.
