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Meet the Team

Family Helping Families

Kim and Rick have been married for 25 years, 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.

At our firm, we have the client—and only the client—in mind.

Rick grew up in North Idaho, graduating from Post falls High School in 1989 with the privilege of being Post Falls High Schools first ever Wrestling State Champion. Rick later went on to graduate from North Idaho College, 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 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.

Ricks favorite quote from scripture – Mathew 20:16 “So the last shall be first, and the first shall be last.” We are here to serve others, and all else will fall into place.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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