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

208-389-6812
Email |

George Barrios, AWM

Senior Vice President - Financial Advisor, Advanced Wealth Manager

208-389-6815

Philip Bartlett

Financial Advisor

208-389-5703

Nick Duncan, CFP®

Financial Advisor

208-389-5705

Allison Moss

Branch Service Manager, Senior Investment Associate

208-389-6813

Tamra Skerjanec

Senior Registered Client Associate

208-389-5711

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

Credit Consultant


Aaron Gallardo

Trust Consultant


Contact us

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