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| We are very proud of our staff. In terms of numbers, we’ve grown painstakingly slow—it’s quite difficult to find the right attitude, background and skillset to be a solid contributor to our team. However, the deliberate pace has allowed us to bring in and develop some outstanding individuals. Read on below to get a sense for each person, his or her background and interests outside the office. We think you’ll share our enthusiasm that our team really makes the difference! |
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Michael J. Ling, CFP®
Mike is an economics graduate of the University of California at Berkeley and a Certified Financial Planner LicenseeTM (CFP). Originally from Maine, Mike founded Berkeley, Inc. in 1996 after working with American Express Financial Advisors and IFG Network Securities, Inc., convinced that he could develop a business that focused on providing unbiased counsel for the complex financial issues that individuals often face. He has fourteen years’ industry experience, which includes comprehensive financial planning, asset management, retirement planning, and investment management. Mike has been actively involved in the community, having served as president of the Cal Berkeley Alumni Association of Idaho, the Treasure Valley Economics Association, United Cerebral Palsy of Idaho and Life’s Kitchen; he currently serves on the Board of Directors of Capital Matrix. Besides his work with community programs, Mike enjoys golfing and exercising at the gym. He and his wife, Cy, live in Eagle, Idaho and enjoy working with their two dogs (Chocolate Lab and Flat Coated Retriever) which are human remains detection certified. Cy professionally trains dogs.
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Stephen White, CFA
Steve hails from the South; he is an honors finance graduate from the University of Georgia, and is a CFA charter holder. He earned his MBA from the Harvard Business School. Steve has sixteen years’ industry experience, including investment management, investment banking and finance consulting; he joined Berkeley, Inc. in 2003. He serves on the Board of Directors and several committees for the Better Business Bureau of Southwestern Idaho. In his free time, he enjoys mountain biking, cross country skiing, coaching soccer—and of course, like any good UGA graduate—keeping up with Georgia Bulldog football. Steve’s wife, Courtney, is a graduate of Vanderbilt and Stanford University, and teaches at Boise State University. Steve and Courtney have two great daughters, Sienna and Quinn, who manage to keep them fully engaged at all times.
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Chris Hendrickson, CFP®
Another true Idaho native, Chris is a graduate of the Montana State University School of Business. He is a Certified Financial Planner LicenseeTM (CFP). He joined Berkeley, Inc. in 2004 after eight years with TD Waterhouse. Chris has thirteen years’ industry experience, including portfolio analysis, asset allocation, tax planning, retirement planning and account management services. He is a member of the Financial Planning Association. He is also a board member of the Harris Ranch Neighborhood Association and the Barber Valley Coalition. Chris’ wife Bethany, also a Montana State graduate, is an accountant with the SuperValu grocery chain (formerly Albertson’s). Chris and Bethany have a daughter, Hannah, and son, Parker. Outside the office, Chris enjoys spending time with his family and their various outdoor passions including skiing, mountain biking and camping.
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Paul Hakes
Paul grew up in McCall, Idaho and is a graduate of the University of Utah, where he played for the men’s collegiate golf team. He has been employed in both the financial planning and financial services industries for the past 15 years. Prior to joining Berkeley, Inc., Paul worked for the Certified Financial Planner Board of Standards in Denver, Colorado where he served as the Manager of International Development. Subsequent to his work for the CFP Board, he has worked as a residential finance analyst and mortgage planning specialist for one of the premier private mortgage banks in the United States.
Paul currently resides in Boise with his wife Diane. Diane is employed as a clinical social worker in the neo-natal intensive care unit at St. Luke’s Hospital. Together, they have two wonderful children, Ben and Courtney, and a black Labrador retriever named Fletcher. Paul enjoys a variety of outdoor activities, but golf and skiing are his two favorite pastimes.
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Audrey Barnes, Administrative Assistant
Growing up in Western Montana, Audrey moved down to Boise in 2005. She is attending Boise State University and will graduate in 2009 with a major in Marketing. She joined Berkeley, Inc in August of 2007. Outside the office, Audrey enjoys spending time traveling, mountain biking and playing tennis.
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Chris Davies, Research Intern
Chris is currently a student of the College of Business & Economics at Boise State University enrolled in the Bachelors of Arts and Administration in Accountancy-Finance. He will be graduating from Boise State University in the fall of 2008. Chris recently joined Berkeley Inc. as an intern working in securities analysis and research. Chris enjoys playing tennis in his free time.
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