About Us


Kim and Rick have been married since 1994, starting their professional career in Wealth Management in 2008, with a passion for serving and helping others achieve their financial goals.

They have 3 adult children and 5 grandchildren. Rick grew up in North Idaho, graduating from Post Falls High School in 1989 with the privilege of being Post Falls High School's first ever Wrestling State Champion. Rick later went on to graduate from North Idaho College and University of Idaho, and now competes competitively in Power Lifting holding several state records.

Kim is from Big Fork Montana and relocated to North Idaho after meeting Rick in 1992. She graduated from Big Fork High School in 1987 and later graduated from North Idaho College and University of Idaho as well. Kim is a competitive runner with a focus on long distance. Together they form a strong bond with the unique ability to work efficiently and passionately to serve others.