Grant M Winn II, CLU®, ChFC®

Financial Advisor

Staff

As a Financial Advisor for Northwestern Mutual, I am committed to helping my clients whether they are concerned for their own financial needs or those of their family or business. However, I can't do it alone. I work with Lori and Jessie Ann Donaldson to assist me in growing my business, client relations, and customer service.


Together, my team and I stand committed to provide you with the best customer service possible. If you have a problem or need assistance at any time, please let one of us know .
 

 

Jessie Ann H Donaldson

Financial Representative Assistant
Office 406-587-4254
 

Lori M Donaldson

Associate Financial Representative
Office 406-721-2400

Lori was born in California and recieved her degree from Colorado State University in Animal Sciences with minors in genetics and animal reproductive phyisology. She currently resides in the Bitterroot with her huband and their daughter. She enjoys riding horses, rasing animals, camping, and hunting. 

Lori handles service issues, new account services, loan processing, investment services and also has access to comprehensive health services.

 

 

 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck