I serve clients near Boise, Meridian, Nampa, Caldwell, and throughout Idaho.
My key values include:
-A dedication to fulfilling my fiduciary duty by providing advice that is in the best interests of my clients
-Operating as a small business without the stress of forcing clients to deal with call centers and the other downsides of working with large firms
-Providing a comprehensive point of view that considers the combined impact of taxes, investment decisions, and other factors when helping clients reach their goals
I am available to meet over the phone, virtually, or in-person in Nampa, Meridian, or Boise. Our initial discussion will be a brief 15-minute phone call to help me learn more about you, your goals, and your values. From there we will decide if it makes sense to move on to a more formal meeting to review your investments, your financial plan, and any other topics of importance to you.
My ideal clients include real estate agents, mid-career professionals, pre-retirees, and retirees who have moved to Idaho from another state.
(208) 795-3446 (call or text)