Brian King, AWM

Senior Vice President - Branch Director, Senior Portfolio Manager - Portfolio Focus

208-389-6812 | Email |
208-389-6810

As Branch Director, Brian provides leadership to the financial advisors in our office and proactively supports their efforts to build and grow their businesses and effectively serve their clients' needs.  Brian has been providing wealth management services to clients since 1992. 

 

An active community member and corporate citizen, King serves as president of the Hoop Dreams Foundation, volunteers as a youth basketball coach and recently served on the Boise State University Foundation Investment Committee. He is a graduate of Boise State University, the Estate and Wealth Management Strategies Institute at Michigan State University, and the Center for Fiduciary Studies at the University of Pittsburgh Joseph M. Katz Graduate School of Business. King is an Accredited Wealth Manager (AWM). An Oregon native, he has spent the last 25 years in the state of Idaho. King is an upland bird hunter, golfer and enjoys weekend trips to McCall and Sun Valley with his wife Sonja, son Brooks and daughters Janie and Betsey.

Allison Moss

Branch Service Manager, Senior Investment Associate

208-389-6813 | Email
208-433-9553

As Branch Service Manager, Allison provides work direction and team leadership for the branch support staff and ensures that all operational policies and procedures are handled quickly, efficiently and securely. Allison has many years of financial services experience having started her career in 1985 and has been a KMBB team members since 1999.

Allison has earned Commodities "FINRA Series" 3 and "FINRA Series" 7, 63, & 65 licenses. She enjoys ATV riding, boating and NASCAR races with her husband Doug. She has two sons, Ian and Matthew and two grandsons, Hunter and Jackson.

Terri Edwards

Senior Registered Client Associate

208-389-5707 | Email
208-433-9553

Terri is a Senior Registered Client Associate in the Eagle office. During her 25 year career, Terri has worked for a variety of financial service firms including money managers, brokerage and banking companies. She is fully licensed and has an extensive background in a variety of investment vehicles. She is "FINRA Series" 7, 63 & 66 registered.

Terri was born and raised in Montana and moved to the Boise area in 2002. She has two grown daughters, Danielle & Sierra, and a grandson, Sebastian. She enjoys spending time with her family and loves to camp, fish and play in the out-of-doors.

Julie Steinman, CFP®

Senior Financial Associate

208-725-5313 | Email
208-725-5315

Julie is a senior financial associate and works in our Sun Valley satelite office. Julie has earned a Bachelor of Science degree in finance from the University of Utah and has recently completed the course of study and board examination requirements to receive her Certified Financial Planner, CFP®  .certification.  She is also "FINRA Series" 4, 6, 7, 8, 63 & 65 licensed.

Julie and her husband, Tom, live in Hailey, Idaho. With their children, they  participate in many outdoor activities including hiking, snowshoeing, skiing, wakeboarding, rafting, camping, and rock climbing.  When at home the family devotes time to their garden; growing produce to donate to the Hunger Coalition.