Who We Are

Based out of Bozeman, MT, Mike McCormick has had the privilege of helping client families keep their financial house in order through two market cycles. Having launched McCormick Financial Advisors LLC in 2017, Mike is proud to act in the highest capacity for our clients.

McCormick Financial Advisors, LLC is an investment advisor registered with the Office of the Montana State Auditor, Commissioner of Securities & Insurance.  As a registered investment advisor, McCormick Financial Advisors, LLC is a fiduciary, committed to placing our clients’ interests before our own, preserving the confidentiality of information communicated by our clients to us, and to eliminating or mitigating conflicts of interest such as any business relationship that could reasonably be expected to affect our independence, objectivity, or loyalty to our client.

Mike McCormick cross country skiing outdoors in Bozeman, MT with his wife, two daughters, and two dogs

Our Team

FOUNDER & PRINCIPAL ADVISOR
Mike Mccormick

I feel grateful every day!  Jamey and I moved to Bozeman in 1998, and it has been home ever since.  Successfully launching McCormick Financial Advisors in 2017 allows me to permanently make commitments to my family of clients that I am so privileged to advise.

Now that our two girls are getting into their teens, we get to share our love for the outdoors with them. Of course the biggest struggle is convincing them to let me tag along! My biggest loves are hiking the M in the mornings with my wife and heading into the back-Montana on the weekends.  Recently, Natalie (BHS) and Lucia (CJMS) have turned us all into cross country runners. Thanks to ibuprofen,  I can relive my youth by running in local races or simply heading into the canyon with the dogs.

Hometown:

  • La Jolla, CA

Favorite River:

  • The last one.

Favorite Trail:

  • The ‘M’ and beyond.

Past Lives:

  • Real Estate Development
  • UBS Financial Services
  • Cascade Financial Management

Schooling:

  • Yale University –
    BA Economics
  • CO School of Mines –
    ME Numerical Modeling

Past Boards:

  • Big Sky Youth Empowerment
  • Eagle Mount
  • Bozeman Library
    Foundation

Favorite Mountain:

  • Bridger Bowl
  • Selkirks, BC

Ask Me About:

  • Bozeman Track Club
  • My daughters

CLIENT SERVICE TEAM COORDINATOR
Melanie Jocson

With over 15 years of Operations experience, Melanie continues to create a space where virtual technology and operations collide. When she’s not busy thinking of things for the team to do, you may find her with her husband Ricky and their two kids, or traveling the state on an adventurous quilt run.

Lucas Casarez profile picture for Operations at McCormick Financial Advisors

OPERATIONS
Lucas Casarez

Lucas enjoys spending time with his wife and son. They love to play sports, try new restaurants, hike, visit the local outdoor movie theatre, run, play video games (not so much lately), and travel.

Who We Are

Based out of Bozeman, MT, Mike McCormick has had the privilege of helping client families keep their financial house in order through two market cycles. Having launched McCormick Financial Advisors LLC in 2017, Mike is proud to act in the highest capacity for our clients.

McCormick Financial Advisors, LLC is an investment advisor registered with the Office of the Montana State Auditor, Commissioner of Securities & Insurance.  As a registered investment advisor, McCormick Financial Advisors, LLC is a fiduciary, committed to placing our clients’ interests before our own, preserving the confidentiality of information communicated by our clients to us, and to eliminating or mitigating conflicts of interest such as any business relationship that could reasonably be expected to affect our independence, objectivity, or loyalty to our client.

FOUNDER & PRINCIPAL ADVISOR
Mike Mccormick

I feel grateful every day!  Jamey and I moved to Bozeman in 1998, and it has been home ever since.  Successfully launching McCormick Financial Advisors in 2017 allows me to permanently make commitments to my family of clients that I am so privileged to advise.

Now that our two girls are getting into their teens, we get to share our love for the outdoors with them. Of course the biggest struggle is convincing them to let me tag along! My biggest loves are hiking the M in the mornings with my wife and heading into the back-Montana on the weekends.  Recently, Natalie (BHS) and Lucia (CJMS) have turned us all into cross country runners.  Thanks to ibuprofen,  I can relive my youth by running in local races or simply heading into the canyon with the dogs.

Hometown:
  • La Jolla, CA
Favorite Mountain:
  • Bridger Bowl
  • Selkirks, BC
Favorite River:
  • The last one.
Favorite Trail:
  • The ‘M’ and beyond.
Schooling:
  • Yale University – BA Economics
  • CO School of Mines – ME Numerical Modeling
Past Lives:
  • Real Estate Development
  • UBS Financial Services
  • Cascade Financial Management
Past Boards:
  • Big Sky Youth Empowerment
  • Eagle Mount
  • Bozeman Library Foundation
Ask Me About:
  • Bozeman Track Club
  • My daughters

CLIENT SERVICE TEAM COORDINATOR
Melanie Jocson

With over 15 years of Operations experience, Melanie continues to create a space where virtual technology and operations collide. When she’s not busy thinking of things for the team to do, you may find her with her husband Ricky and their two kids, or traveling the state on an adventurous quilt run.

OPERATIONS
Lucas Casarez

Lucas enjoys spending time with his wife and son. They love to play sports, try new restaurants, hike, visit the local outdoor movie theatre, run, play video games (not so much lately), and travel.

READY TO START?

Learn more about personalized services or simply to speak with us.

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