The members of the KBB Investment Group formed a team believing that through collaborative effort we are able to achieve the best results for our clients.  Each of us brings to the group unique knowledge and capabilities and, since our skill sets complement one another, we are well positioned to provide exceptional service to our clients.

Eagle location

661 S Rivershore Lane
Suite 200
Eagle, ID 83616

 

 

Brian King, AWM

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

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

Brian is a Senior Vice President – Branch Director and founding member of KBB Investment Group. In this role, Brian is instrumental in crafting the strategic direction of the team as well as serving on the team’s investment and planning committees. Brian, focus is on the team's high-net-worth individuals, families, entrepreneurs, institutional relationships, trusts and charitable organizations.
Brian began his career at Smith Barney Shearson Lehman in 1992, and then spent almost ten years as a senior advisor at Merrill Lynch. He has been with RBC Wealth Management since 2003. Brian graduated from Boise State University with a Bachelor of Science degree in Finance. He is also a graduate of 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 School of Business.
When not at work, or with his family, Brian is involved with the College of Business at Boise State University, and serves as a board member for the Idaho Youth Sports council. For the past 25 years, he has also coached basketball and has worked as a color commentator for college basketball games. Brian lives in Eagle, Idaho, with his wife, Sonja, and children, Brooks, Janie and Betsey. If he is not as home, in the office or on the court, you may find Brian hunting upland birds, (chukar hunting is his favorite) golfing, fly fishing or traveling.

George Barrios, AWM

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

208-389-6815 | Email
208-389-6810

George has been offering comprehensive wealth management expertise to KBB Investment Group clients since 2000. His focus is centered on working with clients in the lifecycle of wealth: how to help create and grow wealth, protect and preserve assets and develop a plan for distribution in the most tax advantageous way. George enjoys helping successful families navigate their wealth management challenges and providing effective ways to meet our clients needs. He assists clients to deliver core private banking services and in exploring resourceful credit and insurance solutions that are appropriate for their wealth management goals. His personal client interaction and monitoring processes provide added depth to KBB’s disciplined approach to allow our clients to live a work optional lifestyle and pursue the things they love most.

George received a Bachelor of Science degree from California State University, Fullerton. He has passed the Series 7, 66 and 31 securities exams. He also has earned the Advanced Wealth Manager designation and has demonstrated advanced knowledge in the firm’s wealth management process, concentrating in the areas of business and retirement planning, insurance and income replacement strategies, charitable giving, advanced investment strategies, and estate planning strategies.

Prior to beginning his financial services career in 1999 at Merrill Lynch in Boise, ID, George joined the front office staff of the Idaho Stampede NBA Development League team. He also spent 16 years as a successful NCAA basketball coach and was instrumental in guiding his teams to eight national tournament appearances.

Outside of work, George enjoys spending time with his wife, Heidi, and son, Jack. He is also involved in various Boise lifestyle activities and deeply grateful to be living life to the fullest in Idaho.

Philip Bartlett

Financial Advisor

208-389-5703 | Email
208-389-6810

Phil joined RBC Wealth Management in 2018 and assists individuals, executives, high net-worth families and foundations with their wealth management needs. With the support of RBC Wealth Management added to his institutional investment knowledge, he brings to his clients a lifetime of experience helping families and friends with their wealth management needs, be it investments, financial planning, or estate and trust needs. A seasoned financial professional and confidant, Phil’s investment strengths include a strong understanding of global and U.S. macro-economic policy and analysis, and how to implement those trends in his clients’ portfolio.

Prior to RBC Wealth Management, Phil enjoyed a successful, global 23-year career as an institutional fixed income portfolio manager, trader and credit analyst managing a proprietary emerging market bond portfolio in London in the 1990s. He was also the lead analyst on a multi-billion dollar high-grade and high-yield portfolio for GE Financial Assurance in Seattle, and managed multi-billion-dollar fixed income portfolios for the state of Alaska and Alaska Retirement Management Board, with oversight of external fixed income managers and strategies. Most recently, Phil managed institutional fixed income portfolios for Fortune 500 companies, large public and private universities, and governmental entities at Clearwater Advisors in Boise.

Phil has passed the Series 7, 63 and 65 exams. He received his MBA from the Simon School at the University of Rochester with concentrations in finance and accounting and holds a Bachelor of Arts degree in history and political science from the University of Richmond. In addition, Phil studied abroad for a year at the University of Bath in England. He is a graduate of Woodberry Forest School in Virginia, where he grew up.

In the community, Phil has coached youth soccer and lacrosse while focusing on his players’ development on and off the field. In his spare time, he volunteers on various reunion, booster and fundraising boards and committees. Phil has a strong, life-long commitment to higher education and college placement as part of his nearly two decades of alumni recruitment for the University of Rochester and the University of Richmond.

Phil and his wife, Beth, moved to Boise from Alaska in 2008 with their three children. Outside of work, Phil enjoys traveling with his family, studying American and European history, family genealogy and fly-fishing. He has visited 49 states in the United States. Born in Brazil, Phil has visited, lived and worked in 54 countries in Latin America, North America, Europe and Africa.

Nick Duncan

Financial Advisor

208-389-5705 | Email

Nick Duncan recently joined the KBB Investment Group as a Financial Advisor. Nick concentrates his efforts with clients on managing and maintaining their goals and financial objectives through comprehensive retirement and estate planning. His focus is also centered on the accumulation phase of an investor’s life and helping give all next-generation investors purpose-driven confidence and education to move up the wealth spectrum. Nick has passed the Series 7 & 66 exams and also holds his Health and Life Insurance licensing.

An Australian native, he has spent the last 7 years in the state of Idaho. Whilst in Idaho, Nick completed his Bachelor of Business Administration degree in Finance with a minor in Accounting at Boise State University. Nick played on the men’s basketball team for four years at Boise State with academic distinction within his conference and NCAA. In his time away from work he loves to coach basketball, spend time with friends, cook, and play golf.

Allison Moss

Branch Service Manager, Senior Investment Associate

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

Allison is a Senior Investment Associate serving the operational and investment needs of KBB Investment Group's clients. Starting her career in 1985 at Merrill Lynch, she has many years of financial services experience. Allison began working with Brian King as a senior registered client associate in 1995 and has been a member of the KBB team since it was founded in 1999.

Allison has passed her Series 7, 63, 65, and Series 3 exams. She enjoys ATV riding, boating and NASCAR races with he husband, Doug. She has two sons, Ian and Matthew, and loves spending time with her grandchildren. 

Tamra Skerjanec

Senior Registered Client Associate

208-389-5711 | Email

Tamra joined RBC Wealth Management in 2014 and has gained experience in a variety of roles since that time. She began in Operations where she developed a deep understanding of processes and procedures that allow her to excel in current role as Senior Registered Client Associate. Tamra enjoys having a direct part in the client experience and providing assistance with RBC's broad menu of services. 

Tamra graduated from Oregon State University in 2013 with a Bachelor of Fine Arts in Applied Visual Arts. In 2015, she passed the Series 7 and 66 exams. Outside of work, she enjoys kayaking and camping with her husband Luke, visiting her family in Oregon, and spending time with a good book. 

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