Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

Let’s talk

Search results for:

Location: Sun Valley

Clear All Filters

David Kerber, CFP^®, CRPC^®, MPAS^®, ABFP℠

Managing Partner

Scottsdale, Albuquerque, Tucson, Boise, Boise – Downtown, Sun Valley, Eagle, Spokane

Jim Czirr, CFP®, CFA

Partner

Spokane, Boise, Boise – Downtown, Eagle, Sun Valley

Alicia Carinalli, CFP®

Wealth Advisor

Boise – Downtown, Boise, Eagle, Sun Valley

Byron Snider, CFA®

Sr. Wealth Advisor

Eagle, Boise – Downtown, Boise, Sun Valley

James Everitt

Sr. Wealth Advisor, Director

Sun Valley

Katherine Fincher, MBA, CFP®

Sr. Wealth Advisor

Sun Valley, Boise – Downtown, Boise, Eagle

Kelly Palmer, CFP^®, ChFC^®, CLU^®

Sr. Wealth Advisor

Santa Barbara, Sun Valley

Mark Eshman, CAP®

Partner, Endowments and Foundations

Sun Valley, Boise, Boise – Downtown, Eagle

Renee McConnell, CRPC

Sr. Wealth Advisor

Boise – Downtown, Boise, Eagle, Sun Valley

Andy Cawood

Relationship Manager

Boise – Downtown, Boise, Eagle, Sun Valley

Jose Donayre

Service Operations Associate

Sun Valley, Boise, Boise – Downtown, Eagle

Nina Hernandez

Manager, Client Service

Denver, Sun Valley, Boise, Boise – Downtown, Eagle

Duncan Wilk, CFP®

Regional Vice President

Bellevue, Sun Valley, Portland, Portland – South, Spokane, Bend – Downtown, Bend

Doug Fabian

Sr. Vice President

Boise – Downtown, Eagle, Sun Valley, Boise

Josh Gustafson

Executive Managing Partner

Denver, Scottsdale, Spokane, Boise, Boise – Downtown, Eagle, Sun Valley

Ready to get started?

Let’s Talk

Explore More

Tax Planning

How To Open a Trump Account for Your Child

August 6, 2026

Retirement

The DINK Financial Advantage: Building Wealth Together

August 5, 2026

Family & Health

Expecting a Baby? What To Know Now

July 31, 2026

Continue Browsing

Meet our Advisory Team

Search results for:

Ready to get started?

Explore More

Call Me Soon

Schedule a Call

Let’s get started.

1

2

3

4

5

6

7