Meet Our Financial Advisors

We’re here to help you plan and achieve your short- and long-term financial goals. Our dedicated team of advisors and support staff are looking forward to meeting with you! Meet our team below.

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

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Contact Us

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

(208) 519-5847
Monday-Friday: 8:30am-5:30pm MT

Securities offered through Securities America, Inc., member FINRA/SIPC. Insurance products offered through Securities America or its licensed affiliates.  Financial Advice & Investment Advisory Services offered through PFG Advisors, a Registered Investment Advisor (RIA).  PFG Advisors, Idaho Central Wealth Management, Idaho Central Credit Union, and Securities America, Inc. are separate entities.

Not NCUA Insured – No Credit Union Guarantees – May Lose Value

Member FINRA and SIPC.

Securities America 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

Become a Member

Idaho Central Credit Union was designed with one idea in mind, helping members achieve financial success. If you live or work in Idaho or Washington, chances are you can become a member of Idaho Central Credit Union.

Find Out How