

Focus Areas
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Farmers and Ranchers
- Intergenerational Planning
Focus Areas
- Retirement Income Strategies
- Wealth Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Farmers and Ranchers
- Intergenerational Planning
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®
Personal Interests
- Spending Time with Family
- Golfing
- Reading
- Football
- Basketball
Team Members
Annette CatheySr. Branch Office Administrator
Kacy PerrySr. Branch Office Administrator
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 04:00PM |
| Sat | Closed |
| Sun | Closed |
Phone
(208) 785-1819Fax
(866) 462-7794Office Address
185 S Alder St Ste BBlackfoot, ID 83221opens in a new window
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