FINANCIAL PLANNING ASSOCIATION OF IDAHO

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Member Directory

 
 
Raoul Allen, CFP®, EA
Rohrer & Associates
Accounting & Management Services
Business: (208) 368-9853
Home Office: (208) 336-8445
Les Atchley, CFP®, MBA
Les Atchley Financial Services
1250 W. Ironwood Dr., Suite 226
Coeur d' Alene, Idaho 83814
(888) 715-8720
mailto:les.atchley@natplan.com
Scott Badger, CFP®
State Farm
2618 S Teddy Ave
Meridian, ID  83642
Janice H. Baldwin, CFP®
Merrill Lynch
10812 N. Lakeview Drive
Hayden Lake, Idaho 83835
(208) 664-5526
mailto:janice_baldwin@ml.com
David William Bensinger, CFP®
Lincoln Financial Distributors
7258 N Springcrest PL
Meridian, ID 83642
(208) 846-9665
mailto:dbensinger2@cableone.net
Gary C. Blakeslee
Financial Planning Services, LLC
3601 N. Lakeharbor
Boise, Idaho 83703
(208) 853-4600
gary@fps4u.com
Ben H. Boettcher, CFP®
The Helmstar Group
720 Park Blvd., Suite 265
Boise, Idaho 83712
(208) 429-0800
mailto:ben@helmstargroup.com
Julie Tschida Brown, CFP®
Washington Group International
720 Park Blvd
Boise, Idaho 83706
(208) 386-5744
mailto:tschdiabrown@cableone.net
Joseph R. Call, CPA/PFS, CFP®
Spinnaker Financial Advisors, PLLC
2962 Cortez
Idaho Falls, Idaho 83404
(208) 542-0742
Jake Christensen
CWM
1159 E Iron Eagle Ste. 120
Eagle, ID  83616
208-639-5275
John D. Cogswell
Cogswell Asset Management
P. O. Box 884
Boise, Idaho 83701
(208) 344-2381
jackcogswell@kmsfinancial.com
David Crawford CFP®
CA Financial
828 8th Ave
Lewiston, ID  83501
208-743-6716
Jerry L. Croce, CFP®
H D Vest Financial Services
30 Freedom Loup
Boise, Idaho 83713
(208) 788-9310
Carol R. Davis, MBA, ChFC
Ameriprise Financial Advisors
8781 W Ardene Street, Suite A
Boise, Idaho 83709
(208) 938-4416
carol.r.davis@ampf.com
Carol R. Davis, MBA, ChFC
Eugene A. Delarosa
Financial Advisor
UBS Financial Services, Inc.
11678 W Oneida Dr
Boise, ID  83709
(208) 336-2400
Crystal Edson
Smith & Company CPA
220 I St
Idaho Falls, ID  83402
(208) 524-2601
Robert M. Frey, CFP®
Professional Financial Mgmt
945 Technology Blvd., Suite 102
Bozeman, MT 59718
(406) 587-1604
Ronald L. Glendening, CFP®
Pinkerton Retirement Specialists, LLC
2141 Merritt Creek Loup
Coeur d'Alene, Idaho 83814
(208) 667-8998
mailto:ron@pinkertonretirement.com

Larry Halvorson, III, CLU, ChFC, RHU, AEP
Nexus Wealth Management
US Bank Building , Suite 701

101 S. Capitol Blvd.  
P.O. Box
387
Boise
, ID 83701
208.424.8080
208.246.8990 fax

Larry@NexusWM.com

Stephen R. Hample, CFP®
Financial Planning Associates, LLC
300 North Wilson Avenue, Suite 202B
Bozeman, Montana 59715
(406) 587-4300
mailto:sh@avicom.net
Jean E. Hanson, CFP®, CLU
Capricorn Financial Strategies
1426 Addison Ave, Suite B
Twin Falls, Idaho 83301
(208) 736-1971
mailto:jean@capricornfs.com
Lacy Hazel
Financial Planning Association of Idaho
5702 E. Powerline Road
Nampa, Idaho 83687
(208) 468-0231
fpaidaho@msn.com
J. Chris Hendrickson, CFP®
Berkeley, Inc.
3778 Plantation River Drive
Suite 102
Boise, ID 83703
Phone:      208.853.6980
Toll-Free: 888.304.6980 
Fax:          208.853.6982

mailto:chris@berkeleyinc.com

Robert M. Hoover, CFP®
Talent Investments
210 E Curling Dr
Boise, Idaho 83702
(208) 371-4032
mailto:rhoover@rmci.net
Barbara Huguenin
Vice President
CoachAmerica
PO Box 775
Emmett, ID  83617
888-997-8284
Shawn Hyde, CBA
Hyde Valuations, Inc.
504 Grove Avenue - P. O. Box 9
Parma, Idaho 83660
(208) 722-7272
mailto:smh@hydevaluations.com
Robert Hurst
Beneficial Financial Group
1211 W Myrtle, Suite 100
Boise, Idaho 83702
(208) 336-6099
mailto:rl.hurst@benfinancial.com
Lorilee Jones
Investment Resources
736 E Trinidad Dr
Meridian, Idaho 83642
(208) 887-1786
mailto:lori@invresources.com
Darren Josephson, FRC, LUTCF
Cornerstone Financial Advisors
1858 E 1st St
Idaho Falls, Idaho 83401
(208) 529-6643
mailto:darren@ifcornerstone.com
Katherine Kirkpatrick
Mountain View Financial
1036 E Iron Eagle Dr
Eagle, ID  83616
ph:  208-939-9614
fax:  208-939-2158
Tyler Layne
Northwestern Mutual Financial Network
1217 3rd St S
Nampa, ID 83651
(208) 467-6508
Robert D. Long, CPA/PFS, CFP®
Jordan & Co., Chartered, CPA's
1699 E. Silverspot Ln
Boise, Idaho 83706
(208) 333-8362
Joel Lund, CMFC
Waddell & Reed
225 N 9th St Ste 420
Boise, ID  83702
(208) 338-0771
David McAnaney, JD, LL.M
McAnaney & Associates, PLLC
1101 W River, Suite 100
Boise, Idaho 83702
(208) 387-2009
mailto:dpm@mctaxlaw.com
John McGown
Hawley Troxell Ennis & Hawley LLP
282 S. Mobley Lane
Boise, Idaho 83712
(208) 344-6000
mailto:jsm@hteh.com
Carey H. McNeal
Buffington, Mohr, McNeal
802 W Bannock St, Suite 100
Boise, Idaho 83702
(208) 338-5551
mailto:cmcneal@bmmria.com
Angela T. Moss, CFP®
Jordan & Company
109 N Arthur, Suite 400
Pocatello, Idaho 8324
(208) 232-5471
mailto:angela@jordancocpas.com
Brad Murray, CFP®
Beneficial Financial Group
1211 W. Myrtle, Suite 100
Boise, Idaho 83702
(208) 336-6099
brady.murray@benfinancial.com
Arthur D. Ortman
AIG Financial Advisors
720 N Main Street
Meridian, Idaho 83642
(208) 888-0936
ado@spro.net
David S. Petso, CFP®, CLU
Petso Financial Consulting
210 W Mallard Drive, Suite D
Boise, Idaho 83706
(208) 853-2000
mailto:dpetso@yahoo.com
Rick Polenske, CFP®
Wells Fargo Investments
877 W Main Street, Suite 500
Boise, Idaho 83702
(208) 363-7541
mailto:idsplanner@aol.com
Timothy Preston
AXA Advisors
PO Box 807
Burley, ID  83318
208-678-0420
Kory Putman
1424 Northwood Dr #3
Moscow, ID  83843
Donald L. Reiman, CLU, ChFC, RHU
Echelon Group
2600 Rose Hill St, Suite 206
Boise, Idaho 83705
(208) 345-9944
mailto:dreiman@echelongroup.com
Mark Roby, MS, CFP®, ChFC
Roby Financial Group
5865 W Hidden Springs Dr
Boise, ID  83714

(208) 229-ROBY
mailto:mark@robyfinancial.com

Dennis Rompala, CLU, CLTC
LTC Solutions
516 Bacon Drive
Boise, ID  83712
208-344-9184
Hal Rumsey, CFP®, CPA
3071 South Cadet Ln
Boise, Idaho 83706
(208) 433-4443
mailto:rumseywyo@aol.com
Robb H. Schober
Beneficial Financial Group
1211 W Myrtle St, Suite 100
Boise, Idaho 83702
(208) 336-6099
mailto:robb.schober@benfinancial.com
Adam C. Serr, CFP®
East Idaho Credit Union
865 S. Woodruff Ave
Idaho Falls, Idaho 83401
(208) 523-9068
mailto:aserr@eastidahocu.org
Joel B. Server, MBA
KMS Financial Services, Inc.
161 E. Mallard Dr., Suite 100
Boise, Idaho 83706
(208) 338-1555
mailto:drjoelb@aol.com
Matt Shannahan
Idaho Financial Group
13422 W Telemark St
Boise, ID  83713
(208) 938-7800
Selene Siddoway, CFP®
Ameriprise Financial
1105 2nd Ave N
Great Falls, MT  59401
406-453-4169
B. J. Smith, CFP®
910 W Main Street, Suite 350
Boise, Idaho 83702
(208) 336-2444
mailto:bjsidaho.aol.com
Stephen Stech
Financial Planning Services, LLC
3601 N Lake Harbor Lane
Boise, Idaho 83703
(208) 859-4600
mailto:steve@fps4u.com
Molly L. Steele, CFP®, ChFC
Ameriprise Financial Advisors
P. O. Box 1487
Lewiston, Idaho 83501
(208) 746-4242
mailto:Molly.l.steele@ampf.com
Thomas F. Steelman
The Helmstar Group
720 Park Blvd., Suite 265
Boise, Idaho 83712
(208) 429-0800
mailto:tom@helmstargroup.com
Scott Stingley
Stonebrook Mortgage
390 E. Parkcenter Blvd.
Boise, Idaho  83706
Phone: 208-429-8897
Fax: 208-429-8225
Jennifer Stone, CFP®
Petso Financial Consulting
210 W Mallard Drive, Suite D
Boise, Idaho 83706
(208) 853-2000
jstone@petsofinancial.net
Aimee Tanneberger, CFP®
Atchley Financial
1250 Ironwood Dr, Ste. 226
Coeur d'Alene, ID 83814
208-664-1900

Jack Thomas
Wealth Advisor
AFA Financial Group, LLC
950 W. Bannock, #1100
Boise
, ID   83702
208.319.3618 direct
208.720.6918 mobile
208.319.3501 fax
jthomas@afamail.com

David A. Turner, CFP®
US Bank Private Client Group
P. O. Box 7928
Boise, Idaho 83707
(208) 383-7211
mailto:David.turner@usbank.com
Raleigh Vachek, CFP®
Rathbone McReynolds & Daly of Wachovia Securities
101 S. Capitol Blvd., 6th Floor, Suite 610
Boise, Idaho 83702
(208) 333-1433
mailto:Raleigh.vachek@wachoviasec.com
Shawn G. Webb
Pacific Crest Planning, Inc.
355 West State Street, Suite B
Eagle, Idaho 83616
(208) 440-9332
mailto:shawn@investpcp.com
David A. Wilhite, CFP®
Advanced Financial Solutions, Inc.
4700 North Cloverdale Road, Suite 205
Boise, Idaho 83713
(208) 376-0091
mailto:info@afs-idaho.com
Robert A. Wreggelsworth, Trust Officer, CFP®, CPA, Attorney at Law
Wells Fargo Bank
877 W. Main Street, Suite 500
Boise , ID 83702
Telephone:  208-363-7503
Fax:  208-384-1098
e-mail: robert.a.wreggelsworth@wellsfargo.com

Glen C. Wright, CFP®
Ameriprise Financial Advisors
P. O. Box 847
Pocatello, Idaho 83204
(208) 523-9900
mailto:glencfp2@aol.com
Kathy L. Young, CFP®
Petso Financial Consultants
210 W. Mallard Dr, Suite D
Boise, Idaho 83706
(208) 853-2000
mailto:kyoung@iousa.net
Trent Yost
Idaho Planning Services, LLC
PO Box 2008
Pocatello, ID  83206
208-237-2277
Phil P. Zemaitis, CFP®, ChFC
9315 N Highway 52
Horseshoe Bend, Idaho 83629
(208) 584-3068
mailto:phil.zemaitis@gmail.com

 

 

 

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