Sharp Financial Group: Meet the Team

Meet the Team

The Caring Team at Sharp Financial Group

Meet the Advisors at Sharp Financial. We’re here to support your financial journey with a personal touch. We believe in building real relationships, listening to your goals, and providing guidance that fits your life. Think of us as partners in achieving what matters most.

Billings Office

Clayton Sweet

Financial Advisor

(406) 969-1717

clayton.sweet@ceterawealth.com

Linda Niebeling

Executive Assistant

(406) 642-8414

lniebeling@ceterawealth.com

Kaydyn Perea

Administrative Assistant

(406) 642-8970

kaydyn.perea@ceterawealth.com

Retired

Dale Inglett

Retired Investment Advisor Representative

Dan Elser

Retired Investment Advisor Representative

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Connect with us to experience the Sharp Financial difference. We treat you like family, ready to listen and support your financial journey with custom solutions.

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Our Approach

Our hands-on, educational approach helps you understand your finances. We listen closely and create tailored plans that align with the life you envision.

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About Us

Our passionate team of advisors brings decades of experience, treating every client like family and celebrating their unique financial journeys.

About Our Firm