In 2021, Casey Smoot and Tate Hadley forged a partnership based on a shared aspiration: to guide businesses owners towards a more prosperous future. Their partnership strengthened in a commitment to help hardworking individuals not just secure financial stability but to live more fully by planning wisely.

Tate, inspired by his family's construction business, understood the struggles and aspirations of hardworking individuals striving to build their dreams from the ground up. Meanwhile, Casey, having a small family ranch of his own, recognized the unique financial challenges faced by the agricultural and oil sectors. Their combined experiences revealed the critical need for specialized financial guidance tailored to the realities of these hardworking lifestyles.

The pivotal moment arrived in 2023 when Skyler Burton, equipped with a background in retirement planning and a strong alignment of values completed their team. With Skyler's addition, the trio's commitment to Highcountry Wealth Management became solidified.