Anderson, Hedge, Wagner, Kienitz, Zwemke & Associates
550 North 31st St
Suite 100
Billings MT 59101
(406) 255.5523
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Mission Statement
Our team will help you find the right approach for you to help you meet your personal wealth management goals, or the goals of your organization.
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, we can help create a strategy as flexible as today's changing market conditions, and we can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. We will work to help you pursue your goals through personalized wealth management strategies.

Helping institutions meet their investment needs

We put the resources and intellectual capital of Merrill to work for institutional clients like you by delivering thoughtful advice and sophisticated investment strategies through focused client-centric consulting. We help organizations like yours address today’s complex investment challenges through an integrated, goals-based investment process that enables them to redefine success, manage risk and help fulfill their missions.

Endowments, Foundations and Nonprofits

We understand the issues nonprofits, endowments and foundations address in funding their missions in an ever-changing financial climate. Drawing on the global resources of Bank of America Corporation and its affiliates, we offer insight, guidance and personalized service to help institutions develop and execute investment strategies focused on what matters most to them and the people they serve.

Defined benefit plans

Whether your defined benefit plan is an active part of your overall benefit offering, is closed to new participants, or fully frozen, Bank of  America's service model allows you to outsource the many administrative tasks associated with the maintenance of a pension plan to fulfill plan obligations and manage risk.

Key services include:
• Investment consulting service
• Open architecture investment management platform
• Liability driven investment implementation
• Actuarial services and discretionary investment management

Recognition
Christopher Anderson
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2022
(Published on April 7, 2022. Rankings based on data as of June 30, 2021.)
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Show more recognition
Anderson, Hedge, Wagner, Kienitz, Zwemke & Associates
Forbes "Best-in-State Wealth Management Teams", 2023-2025
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Click here to learn more about advisor recognitions
About Us
Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Meet Our Team
Christopher Anderson,

AWMA™, CPFA®

Senior Vice President, Wealth Management Advisor
406.255.5514
Joshua Hedge,

CFA, CFP®

Managing Director, Wealth Management Advisor
406.255.5542
Seth Hedge,

CFA, CFP®, CPFA®

Managing Director, Wealth Management Advisor
406.255.5518
Charles Wagner,

CFP®, CIMA®, CPFA®, CRPC™

Managing Director, Wealth Management Advisor
406.255.5544
Timothy Kienitz,

CFA, CFP®

Senior Vice President, Resident Director
406.255.5519
Adam Zwemke,

CFP®, CPFA®

Vice President, Wealth Management Advisor
406.255.5529
Lori Russell
Officer, Registered Wealth Management Client Associate
406.255.5528
Melissa Hereim
Officer, Registered Senior Wealth Management Client Associate
406.255.5523
Jodi Swanson
Registered Senior Wealth Management Client Associate
406.255.5531
Baylee Eisenman,

CPFA®

Business Manager
406.255.5545
Hannah Zwemke,

CFA, CFP®, CPFA®

Relationship Manager
406.255.5525
Kennedy Langel,

CPFA®

Relationship Manager
406.255.5550
Krista Kananen
Registered Wealth Management Client Associate
406.255.5547
Breanna Greene
Wealth Management Client Associate (FP)
Whitney Riviere
Wealth Management Client Associate (FP)
406.255.5537
Linda Schieno
Wealth Management Client Associate (FP)
406.255.5548
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Accredited Wealth Management Advisor™, AWMA™, and the AWMA™ logo certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
CFA® and Chartered Financial Analyst® are registered trademarks of the CFA Institute.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.

Investing involves risk. There is always the potential of losing money when you invest in securities. Past performance does not guarantee future results. Asset allocation, rebalancing and diversification do not guarantee against risk in broadly declining markets.


Bank of America, Merrill, their affiliates, and advisors do not provide legal, tax or accounting advice. Clients should consult their legal and/or tax advisors before making any financial decisions.


This material does not take into account a client’s particular investment objectives, financial situations, or needs and is not intended as a recommendation, offer, or solicitation for the purchase or sale of any security or investment strategy. Merrill offers a broad range of brokerage, investment advisory (including planning) and other services. There are important differences between brokerage and investment advisory services, including the type of advice and assistance provided, the fees charged, and the rights and obligations of the parties. It is important to understand the differences, particularly when determining which service or services to select.


Workplace Benefits is the institutional retirement and benefits business of Bank of America Corporation (“BofA Corp.”) operating under the name “Bank of America.” Investment advisory and brokerage services are provided by wholly owned non-bank affiliates of BofA Corp., including Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”), a dually registered broker-dealer and investment adviser and Member SIPC. Banking activities may be performed by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A., Member FDIC.


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Are Not FDIC Insured

Are Not Bank Guaranteed

May Lose Value

Are Not Deposits

Are Not Insured by Any Federal Government Agency

Are Not a Condition to Any Banking Service or Activity

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