Our Team
A FEE-ONLY REGISTERED INVESTMENT ADVISOR SINCE 1996
Stephen White CFA
Partner, Chief Investment Officer
Megan Parrish CFP®
Partner, Chief Financial Planner
J. Chris Hendrickson CFP®
Senior Advisor
David Collie
Operations Manager
Jessica Griffis, FPQP
Client Services Associate
Danielle Beasley
Associate Planner & Relationship Manager
Community Involvement
Shakespeare Festival
Rake Up Boise
Dandelion Picking Fundraiser for City of Good
Idaho Women’s Charitable Foundation
