Team

Bob brings over forty years of insight and experience to his financial services practice. Bob makes sure that all areas of financial services are addressed in a professional manner. His clients have a variety of financial needs and are...

Jeff grew up in Boise, attending Capital High School. After receiving his bachelor of Science in accounting and a Master of Accountancy in Tax from Brigham Young University, Jeff and his wife Cami, decided to move back to the Treasure...

After earning his BBA degree with a finance major from Boise State University, Rick began his career by working in banking and completing an extensive management training program with First Security Bank. He later worked as a Treasury...

As Senior Portfolio Strategist at Townsquare Capital, Chris works directly with financial advisors and their clients in developing, implementing, and monitoring investment portfolios and financial planning strategies. Chris heads up...

As Chief Investment Officer, Kurt heads the TownSquare investment committee in the design and construction of client portfolios including asset class selection and the vetting of outside money managers. With nearly 25 years of both buy...

Monica specializes in fixed income analysis and management and has over 20 years’ experience in institutional portfolio management. Monica was most recently the head of portfolio strategies for a regional broker/dealer, serving...