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.
Birch BayerComplex Administration Manager
Debra K. RiedelSenior Vice President, Investments
Zacharie S. BethelFinancial Advisor
Stephen P. SackmanSenior Registered Client Service Associate
Josh J. Miles, CPWA®Managing Director
First Vice President, Investments
Michele R. CisarioSenior Registered Service Associate
Christine RobertsonSenior Registered Service Associate
Patrick Courtright, AIF®, CRPS®Managing Director
Chartered Retirement Plans Specialist
Joseph A. Peterson, AAMS®, AIF®Financial Advisor
Ruby De BoerPractice Business Coordinator
Joe Farris, CFP®Financial Advisor
John HutchinsonFinancial Advisor
Ben AilshieBusiness Practice Manager
Scott CarterFirst Vice President, Investments
Ben Rice, CFP®Vice President, Wealth Management
Renee ColeSenior Registered 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.