We understand that your financial needs can be complex and specialized. That's why we use an established process to help you achieve your goals.
I graduated from Whittier College in 1986 with a degree in political science and a minor in geology. In 2007, I began my Edward Jones career and have been a financial advisor since 2001. In July 2009, I achieved the AAMS® designation.
My wife, Cydney, and I have two grown children, Rachel and Drake, both live and work in the Boise area. We both have been actively involved in the Boise community through Boy Scouts, Boise High Athletics, service on the Board of Friends of Zoo Boise, supporter of North End Neighborhood Association, Idaho Shakespeare Festival and the Boise Curling Club. We enjoy keeping fit with an active lifestyle and traveling together.
Our office has two Branch Office Administrators (BOAs). They are the essential glue that holds the branch together. The office has a relaxed atmosphere with an emphasis on taking care of our clients as if they are family.
Our senior BOA, Kelley Bachman, joined my office in 2009 and has over 25 years of business experience and is dedicated to quality client service. Kelley and her husband, Kirk, live in the North End with their newest four legged addition, Osa. They have an active outdoor lifestyle, with an interest in anything in the mountains, skiing, rafting and mountain biking.
Emily Moncarr has been a BOA with Edward Jones since 2015 and has an extensive banking background. Emily focuses her efforts on insurance processing and branch operations. She is a mother to two energetic girls that keep her on her toes. She enjoys a variety of outdoor activities with her husband, Ryan, including the occasional classic car show.
Our team wants to understand what's important to you and we look forward to partnering together to keep you on track to achieve your financial goals.
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Wealth Strategies
- Portfolio Reviews
- Intergenerational Planning
- Divorce Finances
My Personal Interests
- Spending Time with Family
- Wine Collecting/Enthusiast
- Community Outreach