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.

Todd Lovell, CFP®, CEP®
Senior Vice President, Investments
Complex Manager
Birch Bayer
Complex Administration Manager
Debra K. Riedel
Senior Vice President, Investments
Zacharie S. Bethel
Financial Advisor
Stephen P. Sackman
Senior Registered Client Service Associate
Josh J. Miles, CPWA®
Managing Director
First Vice President, Investments
Michele R. Cisario
Senior Registered Service Associate
Christine Robertson
Senior Registered Service Associate
Patrick Courtright, AIF®, CRPS®
Managing Director
Chartered Retirement Plans Specialist
Ruby De Boer
Practice Business Coordinator
Joe Farris, CFP®
Financial Advisor
Richard Hammond
Senior Vice President, Wealth Management
John Hutchinson
Financial Advisor
Malissa Welch
Senior Client Service Associate
Tom Killingsworth, CFP®, CRPS®
Senior Vice President, Wealth Management
John Killingsworth
Financial Advisor Trainee
Christine Satterfield, CRPC®
Managing Director
Susan Dahlgren
Senior Registered Client Service Associate
Scott Carter
First Vice President, Investments
Ben Rice, CFP®
Vice President, Wealth Management
Renee Cole
Senior Registered Service Associate
Rebekah Faasau, CRPC®
Managing Director
Joseph Anderson, CPWA®, CRPC®, CFP®®
Wealth Management Branch Manager
Senior Vice President
Matt Lyman, CPFA, CFP®®
Senior Vice President, Wealth Management
Heather Bolster
Vice President, Wealth Management
Jeffrey Smith, AAMS
Vice President, Wealth Management
Tyler Anderl
Senior Client Service Associate
Heather Bloom
Senior Registered Client Service Associate
Nathan Hughes
Financial Advisor
Chris Dallenbach
Senior Registered Client Service Associate
Guyla Walker
Branch Operations Specialist
Jackson Dille
Vice President, Investments
Dea Dille
Senior Client Service Associate
Linda Sterling
Senior Vice President, Wealth Management
Gregory Fairfield
First Vice President, Wealth Management
Suzanne Jenner
Senior Registered Client Service Associate

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.

Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA ®” and “Certified Private Wealth Advisor ®”. Use of the CPWA ® or Certified Private Wealth Advisor ® signifies that the user has successfully completed IMCA's initial and ongoing credentialing requirements for wealth advisors.