Financial Opportunities Center

change Your FInancial path.

As a Financial Opportunity Center, we work with people to change their behavior in a way that encourages them to make a long-term commitment to increasing income, decreasing expenses, and acquiring assets. Our services range from assistance with completing taxes, spending planning, resource connection, asset building and future planning. We believe the less money you have the more you can benefit from managing it well.

We focus on building financial stability and sustainability into the lives of our community members through a holistic lens. At HRDC, this involves building financial well-being through education, training, and support.  As a Financial Opportunity Center, we offer:

  • One-on-one coaching for financials and careers.
  • Group classes where individuals have the opportunity to learn about various topics, including leadership development, communication skills, customer services, savings and goal setting, credit building, budgeting, and more.
  • Manufacturing tours for community members to better understand the local manufacturing industry and employment opportunities.
  • Volunteer Income Tax Assistance provides free tax preparation and filing for households who earn $56,000 or less.
  • Bridges is comprised of three parts to equip underemployed individuals with the technical skills and literacy needed to access careers within growing industries.

Our services as a Financial Opportunity Center are available to all. Anyone can benefit from education in the form of financial advising, career coaching, homeownership counseling and homebuyer education. These services are available across our service area, including in Bozeman, Belgrade, Livingston, and Big Sky.

Please contact our office in Bozeman or reach out to HRDC’s Economic Development Director, Dean Williamson by email or phone at dwilliamson@thehrdc.org or 406.585.4878.

For money management services, please reach out to Marc Graham by email or phone at mgraham@thehrdc.org or 406.585.4863.

For career coaching or our Bridges program, please reach out to Mike Collins by email or phone at mcollins@thehrdc.org or 406.585.4880.

Location

Bozeman Office
32 S Tracy Ave
Bozeman, MT 59715

Livingston Office
111 S Second Ave
Livingston, MT 59047

Contact Information

Economic Development Director 
p: 406.585.4878
dwilliamson@thehrdc.org

Financial Opportunity Coordinator
p: 406.585.4863
mgraham@thehrdc.org

Education and Career Coordinator
p: 406.585.4880
mcollins@thehrdc.org

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Brooke Poole

Public Sector

Since 2015, Brooke has been working with Allergan Aesthetics, Body Contouring. In 2018, Brooke began her role as Senior Manager of Training. Brooke graduated with a Bachelor’s of Science in Commercial Photography from Appalachian State University in 2011.

Brooke began her role on our Board in 2019. However, she feels it’s more fitting to say that she gets to serve on our Board. For Brooke, an evening at our Fork & Spoon was her first glance into our organization’s powerful work. As Brooke states, joining the Board has only expanded her appreciation for the caliber of people leading our mission and the impact of our vast ecosystem of services. While metrics alone are impressive, Brooke likes to visualize each number as an individual example of support – an extension of a helping hand, a moment of relief – given to one of our neighbors. She is grateful for the opportunity to participate in shaping HRDC’s future.

Although Brooke spends most of her volunteer time with HRDC, she was fortunate enough to build with Habitat for Humanity over the course of the summer in 2020. Her favorite place to spend time is anywhere under the Big Sky, although Hyalite may be her favorite place on Earth.

Ron Brey

Public Sector

Ron served as Bozeman’s Assistant City Manager from 1990 to 2008. After retiring, Ron joined our Board in 2011. Ron received his Bachelor of Arts in History from the University of Montana in 1977, and his Masters in Science in Rural, Town, and Regional Planning from the University of Montana in 1987.

During his time with the City of Bozeman, Ron saw the important role that HRDC has played in our community. Ron has seen that HRDC provides necessary social services to assure that all Bozeman residents could obtain housing, food, training, employment and the other necessities of life. He also came to understand that HRDC was always able to respond immediately as new community needs arose. Ron believes that the dedication, hard work, and compassion of HRDC’s staff make it a real honor to serve on the Board.

Ron also serves on the Trails, Open Space and Parks Committee for the City of Bozeman, and as a volunteer with the Red Cross. One of Ron’s favorite activities is walking his beloved dog every day, enjoying many of Bozeman’s trails and parks, like Burke Park, Bozeman Creek, and the Hyalite and Mount Ellis areas. Ron and his wife Claire enjoy spending their days with family, friends, and time outdoors.