Dave has enjoyed a successful career as a financial advisor for over a decade while also helping new financial professionals get established in our industry. As a leader, Dave helps develop new financial professionals and focuses on providing them opportunities to learn the skills they’ll need to be successful. Dave’s commitment reflects our culture to help each team member build and grow healthy, sustainable practices, and make positive impacts in the community.
With over a decade in the financial services industry, Jessica has been helping clients since 2014. Her approach centers on collaboration and community, with a focus on helping people shift their mindset around financial resources to help achieve what matters most to them. Outside the office, she stays active in her local community, serving on the Idaho Business for Education Membership Committee and the board of ConnectHER.
Amber drives operational excellence in partnership with the regional and territory leaders. Through leadership of and in partnership with a team of territorial support staff she strives to deliver solutions to help financial professionals cultivate compliant and best in class practices.
Lally works with the management team and representatives to implement strategies to expand their marketing, branding, and business development efforts at both the representative and regional office level.
Kami is responsible for consulting and managing new business case design and submission. She works with financial professionals and their teams, along with our corporate product partners, to ensure cases are submitted accurately so they can be processed on time and in alignment with product area processes.
Jenna plays a crucial role in ensuring our offices operate efficiently. Working closely with the entire team, she serves as a skilled troubleshooter who addresses challenges head-on. Jenna takes pride in making sure inquiries are handled promptly. With her proactive approach and attention to detail, Jenna contributes to a supportive environment where client needs are prioritized.
Haley partners with the management team to provide comprehensive support to all new financial representative candidates through the onboarding and initial marketing launch processes. This includes scheduling exams, ordering background checks, and preparing contracting and registration paperwork.
Mari Jo assists the management team with their supervisory and regulatory responsibilities. He/she is crucial to maintaining the integrity of the firm by ensuring activities comply with regulatory requirements, laws, and firm policies.
Melville is an experienced financial services leader with a strong background in wealth management sales and a commitment to servant leadership. Skilled in managing, coaching, and mentoring teams of over 1,000 professionals, including sales coaches, financial and wealth advisors, client relationship consultants, and senior managers, both directly and indirectly. Proven success in guiding advisor teams to integrate key principles of practice management, business planning, insights discovery, advisor technology resources, and the consultative sales process into their operations. He holds an MBA and a Bachelor of Science in Business and is a proud lifetime member of the Delta Mu Delta International Honor Society in business administration and The National Society of Leadership and Success.