Meet Your Wealth Advisors

We’re here to help you make sense of your financial world and guide thoughtful conversations around your financial decisions. As a Wealth Advisor, you’ll receive guidance focused on your goals, priorities, and long‑term needs. Your first conversation is free and comes with no obligation.

Wealth and Private Wealth Advisors are registered representatives of Osaic Institutions, Inc. Investment and advisory services are offered through Osaic Institutions, Inc.

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Check the background of the associated investment professionals on FINRA’S BrokerCheck.

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Have questions? Feel free to contact our Wealth Advisors to get started today! We love questions!

(208) 519-5847
Monday-Friday: 8:30am-5:30pm MT
icwm@iccuwealth.com

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Securities offered through Osaic Institutions, Inc., Member FINRA/SIPC. Investment advisory services offered through Osaic Advisory Services, LLC and Osaic Institutions, Inc., each a registered investment adviser. ICCU Wealth Management is a trade name of Idaho Central Credit Union (“ICCU”). Osaic Institutions, Inc. and Osaic Advisory Services, LLC are not affiliated with ICCU. Products and services made available through Osaic Institutions are not insured by the FDIC/NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank, bank affiliate, credit union, or credit union affiliate. These products are subject to investment risk, including the possible loss of value.

OSAIC Institutions and its representatives do not provide tax or legal advice; therefore, it is important to coordinate with your tax or legal advisor regarding your specific situation.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

FINRA Registered Branch Office: 1111 S Silverstone Way 5th Floor, Meridian, ID 83642

Helping You Make Sense of the Big Picture

We help guide financial decisions with clarity and care, through every stage of life.

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