We are investors, disciplined planners and financial advisors. We are not just one, but a team. With us, you get not only a highly-personalized investment team of professionals, but also the vast resources of a global financial institution. As financial advisors and community leaders, we prioritize the best interest of our clients and hold ourselves accountable to accomplishing what is right for you. Our team brings a world-class level of financial experience, knowledge and resources to clients in our community and across the country. 

Eagle location

661 S Rivershore Lane
Suite 200
Eagle, ID 83616



Brian King, AWM

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

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George Barrios

George Barrios, AWM

Senior Vice President - Financial Advisor


Philip Bartlett

Financial Advisor


Nick Duncan, CFP®

Financial Advisor


Allison Moss

Branch Service Manager, Senior Investment Associate


Tamra Skerjanec

Senior Registered Client Associate


Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Cyndy Ranzau

Wealth Strategist

Jordan Perschel

Wealth Management Banker

Aaron Gallardo

Trust Consultant

Contact us

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