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.

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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

Mark Howard, CFP®

Wealth Advisor

Boise – Downtown, Boise, Eagle

Renee McConnell, CRPC

Sr. Wealth Advisor

Boise – Downtown, Boise, Eagle, Sun Valley

Duncan Wilk, CFP®

Regional Vice President

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

Andy Cawood

Relationship Manager

Boise – Downtown, Boise, Eagle, Sun Valley

Denise Cavanaugh

Client Service Specialist

Boise, Boise – Downtown, Eagle

Jose Donayre

Service Operations Associate

Sun Valley, Boise, Boise – Downtown, Eagle

Marcia Hailey

Relationship Manager

Eagle

Nina Hernandez

Manager, Client Service

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

Sierra Talbutt

Sr. Client Service Specialist

Boise – Downtown, Boise, Eagle

Jonathan Howard

Portfolio Consultant

Eagle

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

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