Boise Estate Planning Council

Home
Calendar of Events
Member Directory
Leadership
Helpful Sites
NAEPC Materials

Financial Services

Randy Anderson, JD, CFP Randy Anderson, JD, CFP
(208) 338-3196
Merrill Lynch
225 N. 9th Street, Suite 700 Boise, Idaho 83702
Email: randy_anderson@ml.com Website: http://fa.ml.com/RSA 

Dean Buffington, Attorney At Law
(208) 338-5551
Buffington Mohr McNeal
802 W. Bannock, Suite 100
P. O. Box 2016
Boise, Idaho 83701
Email:  dbuffington@bmmria.com

Peter J. Butler, CFA, ASA, MBA
(208) 371-7267
Valtrend, LLC
156 North Lost Canyon Way Eagle, Idaho 83616-7222
email:  pete@valtrend.com

David C. Cooper, JD, CFP, CTFA

David C. Cooper, JD, CFP, CTFA

(208) 345-3343
Washington Trust Bank
945 W. Bannock Boise, Idaho 83702
Email:  dcooper@watrust.com
     
Jack Daily

(208) 383-4443
Daily Life
1218 Vista Boise, Idaho 83705
Email:  jack.daily.nmfn.com  
     
Thomas Dater, CLU

Thomas Dater, CLU

(208) 343-4648
New York Life
1109 W. Myrtle, Suite 300 Boise, Idaho 83702
Email:  tdater@ft.newyorklife.com Website:  www.newyorklife.com

Carol R. Davis, MBA, ChFC Carol R. Davis, MBA, ChFC
(208) 938-4416
Ameriprise Financial Davis, Schelling & Associates
8781 W. Ardene Street Boise, Idaho 83709
Email:  carol.r.davis@ampf.com Website: 

Edward Glennon
(208) 376-6448
Glennon Financial Group
1251 N Five Mile Boise, Idaho 83713
Email:  ed@glennonfinancialgroup.com

Larry Halvorson
(208) 890-0310
Nexus Wealth Management
101 South Capitol Boise, Idaho 83702
Email:  larry@nexuswm.com

Paul R. Hyde, EA, MCBA, BVAL, ASA, MAI
(208) 722-7272 
Hyde Valuations, Inc.
504 Grove Avenue - P. O. Box 9 Parma, Idaho 83660-0009
Email:  prh@hydevaluations.com Website:  www.hydevaluations.com

Robert A. LaChance, CFP, CHFC, CLU

208-794-3888 (Cell)
Wealth Dynamics Advisory
3004 S Crabapple Lane Boise, Idaho 83706
Email:  bob@wdallc.biz

Carey McNeal
(208) 338-5551
Buffington Mohr McNeal
802 W. Bannock, Suite 100
P. O. Box 2016
Boise, Idaho 83701
Email:  cmcneal@bmmria.com Website:  www.bmmria.com

Robert S. Niccolls, CLU, ChFC - Retired

Robert S. Niccolls

(208) 939-2787
P. O. Box 968 Eagle, Idaho 83616-0968
Email:  rniccolls@earthlink.net

Glenn W. Nichols, CLU, ChFC Glenn W. Nichols, CLU, ChFC
(208) 853-1155
Nichols Financial
3371 N. Lakeharbor Lane Boise, Idaho 83703
Email:  gwnichols@ft.newyorklife.com

Chris Ode

Chris Ode

(208) 363-7502
Wells Fargo Private Client Services
877 W. Main, 5th Floor Boise, Idaho 83702
Email:  chris.f.ode@wellsfargo.com

Greg Powers
(208) 383-7142
U.S. Bank - Private Financial Services
P. O. Box 7928 Boise, Idaho 83707
Email:  gregory.powers@usbank.com

Mark Roby, MS, CFP, ChFC, CLU, RHU Mark Roby, MS, CFP, ChFC, CLU, RHU
(208) 229-7629 or (866) 303-3978
Roby Financial Group
5865 W Hidden Springs Dr. Boise, Idaho 83714
Email:  mark@robyfinancial.com website: www.robyfinancial.com
     
Dirk Samson, Trust Officer
(801) 844-7739
Zions Bank
1 S Main St, 12th Floor Salt Lake City, UT 84133
Email:  dirk.samson@trustwntc.com
     
David V. Stolhand, CTFA
(208) 319-2420
Bank of the Cascades
30 E Broadway Avenue, Suite 200 Meridian, ID 83642
email:  dstolhand@botc.com

Camilla Strickler, CTFA - Private Banker

(208) 350 2056
Idaho Trust Bank
888 W Broad Street Boise, Idaho 83702
   
 
 
Michael Sullivan, CPA - Trust Officer
(208) 383-7211
U. S. Bank of Idaho
P. O. Box 7928 Boise, Idaho 83707
Email:  michael.sullivan@usbank.com

David A. Turner, CFP - Trust Officer
(208) 383-7211
U. S. Bank
P. O. Box 7928 Boise, Idaho 83707
Email:  david.turner@usbank.com

Raleigh Ann Vacheck
(208) 333-1433
Rathbone McReynolds & Daly
101 S. Capitol Blvd., Suite 610 Boise, Idaho 83702
email:  raleigh.vachek@wfadvisors.com
 
Dawn Williamson, CPA
(208) 383-7212
US Bank
P.O. Box 7928 Boise, Idaho 83707
email:  Dawn.Williamson@usbank.com

Bob Wreggelsworth, CFP - Vice President
(208) 331-1000
Wells Fargo
877 West Main Street, Suite 500 Boise, Idaho 83702
email:  robert.a.wregglesworth@wellsfargo.com


Return to the Menu

 

For Further Information or Questions - Please Contact Webmaster, Paul Hyde at prh@hydevaluations.com.