, Senior Wealth Advisor
2615 St. John’s Ave. Suite A
Billings, MT 59102
Betsy Rector believes that helping clients feel confident in their future is one of the most rewarding experiences. She works closely with clients in developing financial plans and portfolios that enable the accomplishment of long-term goals. She feels the advisor-client relationship is one that is built over time and founded on trust.
Her primary responsibilities include serving her clients through financial planning, portfolio management, and investment research.
A native of Billings, Montana, Betsy joined Billings-based Loveless Wealth Management in 2014. Loveless was acquired by Dakota Wealth Management in July 2022.
Betsy earned her bachelor’s degree in Communication Studies from the University of Montana, Missoula, Montana in 2011. Betsy also holds the Certified Financial PlannerTM credential and Accredited Investment Fiduciary® professional designation, a process which included, but was not limited to, formal training in investment fiduciary responsibility and financial planning.
Betsy enjoys traveling, working out, reading, and spending time with her daughter.