About My Practice
Comprehensive Financial Planning Associates provides financial planning and asset management on a fee basis.
I believe in a conservative long term approach to achieving financial goals. The breadth of my experience across the major areas of financial planning has been especially helpful to business owners, executives, and professionals. Having an in depth understanding of employee benefits, investments, insurance, and estate planning, allows me to successfully coordinate personal and business assets to achieve the clients goals. I work with the clients other advisors whenever possible and bring in specialists if needed. Our services include financial plans, investment management, employee benefits, and insurance.
I specialize in creative solutions that fit the clients situation. The recommendations may differ from text book planning concepts, but have proven easier for clients to implement and follow successfully.
Industry, civic, and youth organizations have been an important part of my life. I have served as president in several organizations including Rotary, Southern Idaho Chapter of CLU and ChFCs, and the Miss Boise Scholarship Pageant. Youth activities include coaching youth basketball and refereeing soccer at the youth, high school, collegiate, and adult levels.
I have experience and extensive training in four areas of financial services, employee benefits, investment analysis, estate planning, and business insurance. Additional experience in psychology, management, and training, have enhanced my ability to successfully communicate complex information in simple terms.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 63, 65
Life insurance, Health/disability insurance, Fixed annuities, Variable annuities
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Other - RHU, REBC, CLU, MSFS
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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