As a financial advisor, I enjoy getting to know my clients and hearing about the things they are doing and their desires and dreams for the future. I love working with them to help reach their goals! My greatest gratification is when I am introduced by my clients as a friend first before their financial advisor.
Born and raised in Idaho, I take great pride in our state; serving and being a part of our community is very important to me. I love being in the great outdoors and enjoying nature. Along with my wife, Sarah, and four children (Brian, Jackson, Mya and Carter), we enjoy camping, hiking and road trips.
Let's talk about what is most important to you and how we can partner together to accomplish your goals.
- Retirement Income Strategies
- Retirement Savings Strategies
- Insurance & Annuities
- Business Retirement Plans
- Charitable Giving
- Intergenerational Planning
Phone NumberTodd W Carey at (208) 522-1600
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 03:30PM|
- Web Conferencing
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More