Skip to main content
menu
  • Home
  • About
    • Our Team
    • Our Values
    • Our History
    • Our Difference
  • Our Services
    • First Step
    • Financial Planning
    • Investment Management
  • Resources
    • FAQ’s
    • Education
    • Case Studies
  • Connect
  • Client Center
    • Logins
    • Tutorials + Resources

Our Team

Stephen White | Chief Investment Officer | Berkeley Idaho

Stephen White CFA

Chief Investment Officer
Megan Parrish | Certified Financial Planner | Berkeley

Megan Parrish CFP®

Managing Partner
J. Chris Hendrickson | Senior Financial Planner | Berkeley

J. Chris Hendrickson CFP®

Senior Financial Planner
David Collie | Client Services Associate | Berkeley Idaho

David Collie

Client Services Associate
Matthew Gjevre | Associate Financial Planner | Berkeley

Matthew Gjevre

Associate Financial Planner

Tel: 208-853-6980

3778 N. Plantation River Drive, Suite 102 Boise Idaho 83703

  • ADV part 2A
  • Form CRS
  • Privacy Policy
© 2025 Berkeley, Inc. All rights reserved.