Focus Areas
- Retirement Income Strategies
- Estate & Legacy Strategies
- Portfolio Reviews
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- Intergenerational Planning
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™
Personal Interests
- Golfing
- Traveling
- Music
- Hunting
- Home Improvement
Team Members
- Danielle JonesBranch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Mon | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Fri | 08:00AM - 02:00PM |
Fri | 08:00AM - 02:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 05:00PM |
Mon | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Tue | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Wed | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Thu | 08:00AM - 05:00PM |
Fri | 08:00AM - 02:00PM |
Fri | 08:00AM - 02:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Additional Hours
- Web Conferencing
Additional Hours
- Web Conferencing
Phone
(208) 572-9172Fax
(877) 627-6806Office Address
210 E Ellis StPaul, ID 83347opens in a new window
Mailing address
P O Box 22Paul, ID 83347
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