Our team is composed of invaluable partners who offer clients a personalized and proactive service, designed to provide you with confidence and clarity through every step of your financial journey.
Talmage DeMeester, CFP®
Employee Benefit Specialist, Financial Advisor
Director of Client Services
Retirement Plan Administrator
Director of Operations
Director of Accounting
Client Service Associate
One of our primary resource partners is Cetera's Advanced Planning Group, which comprises distinguished professionals in finance and legal services.
We work with Prosperity Advisors with the goal of helping clients get fit to retire through insightful financial guidance.
Our unwavering integrity and dedicated team service, along with our proven culture of success, are the foundation upon which we build trust and forge lifelong, meaningful friendships.
We work with business owners and individuals located throughout Eastern Idaho to help provide them with financial confidence in their lives.
Are you ready for a specialist financial advisor who will navigate the financial terrain every step of the way?