Helping Clients Succeed Financially

About Us

We want you to be a confident investor so you can work toward your life goals and dreams. We will strive to empower you through customized, goal-oriented investment strategies. Long-term relationships are built on the trust we aim to earn through integrity, hard work and service.

Suite 170

Mike Schjeldahl, Sr. Financial Advisor
Brett Floyd, Sr. Financial Advisor
Lori Newton, Sr. Registered Client Associate

1135 Pier View Drive
Suite 170
Idaho Falls, ID 83402

208.346.7757

Suite 140

Robert Thompson, Sr. Financial Advisor
Jade Green, Financial Advisor
David Green, Sr. Financial Advisor
Chase Green, Financial Advisor
Chad Green, Financial Advisor
Jennifer Hall, Sr. Registered Client Associate

1135 Pier View Drive
Suite 140
Idaho Falls, ID 83402

208.656.7410