You’ll find the resources of a national leader right here at home.

When it comes to your financial future, there’s nothing like knowing you have the support of a firm with powerful resources and international reach – except knowing you’re getting that support with the insight and experience of a hometown team.

You’ll find both at the Idaho complex of Raymond James – everything you need to plan for where you’re going and a team of professionals who know exactly where you’re coming from.

  • Rebekah Faasau, CRPC®
    Managing Director
  • Ali McCormack
    Registered Client Service Associate
  • Payton Kowalski
    Client Service Associate
  • Patrick Courtright, AIF®, CRPS®
    Managing Director
    Chartered Retirement Plans Specialist
  • Joseph A. Peterson, AAMS™, AIF®
    Financial Advisor
  • Joe Farris, CFP®
    Financial Advisor
  • Ruby De Boer
    Practice Business Coordinator
  • Kaelynn Bennett
    Client Service Associate
  • Tom Killingsworth, CFP®, CRPS®
    Senior Vice President, Wealth Management
  • John Killingsworth
    Financial Advisor Trainee
  • Malissa Welch
    Senior Client Service Associate
  • Scott Carter
    First Vice President, Investments
  • Ben Rice, CFP®
    Vice President, Wealth Management
  • Renee Cole
    Senior Registered Service Associate
  • Christine Satterfield, CRPC®
    Managing Director
  • Susan Dahlgren
    Senior Registered Client Service Associate
  • Sharon Kaylor, CRPC™
    Practice Business Coordinator
  • Shannon Rush
    Senior Registered Client Service Associate
  • Skyler Eubank
    Financial Advisor
  • Cory Wolfe
    Senior Branch Operations Specialist

 

 

 

 

 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.