As a fifth generation Idahoan, I tend to do things a little differently. We take a neighborhood approach to retirement planning. We like to keep things simple, tend to listen more than we talk, emphasize communication and provide honest, straightforward answers. We think it is important to plan for your financial needs, invest long term and be mindful of investment fees.
Our typical clients are baby boomers working hard to retire in the next couple years, and many are women. They enjoy our holistic approach to coordinating investments, tax planning and estate planning. We also believe in education about our markets, investing and the importance of financial planning.
Kelly is very involved in his community and serves on the YMCA Board, the women's shelter and the Ada County animal shelter. Kelly enjoys skiing, tennis and the Greenbelt. Kelly and Cathy Jo have a blended family with four children, Amy, Ryan, Christopher and Johnny "Rocket," and their beloved long-haired dachshund, Jessie.
Securities offered through Raymond James Financial Services, Inc. member FINRA/SIPC
1101 W. River Street // Suite 170 // Boise, ID 83702 // P: 208.343.2001 // Map and Directions
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