Our Team
A FEE-ONLY REGISTERED INVESTMENT ADVISOR SINCE 1996
Stephen White CFA
Chief Investment Officer
Megan Parrish CFP®
Managing Partner
J. Chris Hendrickson CFP®
Senior Financial Planner
Monica Hyde
Operations Manager
David Collie
Client Services Associate
Matthew Gjevre
Associate Financial Planner
Community Involvement
Shakespeare Festival
Rake Up Boise
Dandelion Picking Fundraiser for City of Good
