Accolades
Inaugural ICON Award
Recognized by the Idaho Business Review with the 2018 Inaugural ICON Award for business leaders who contribute to the community
Raymond James Leadership Award
The Raymond James 2018 Leadership Award for community involvement and fiduciary diligence
University of Idaho Jim Lyle Award
The University of Idaho 2019 Jim Lyle Award for business leadership and contributing to community causes
Women's Choice Award
The Women's Choice Award for a highly recommended Financial Advisor by Women for Women
Idaho Business Review Top Financial Planner Award
We are honored and humbled to be among the Top Ranked Wealth Management Firms in Idaho by Idaho Business Review Top Financial Planner