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About Us

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future.

We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.

After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Chad Cole

(208) 251-9915

(888) 806-0406

Chad pursued his financial services career in 2002, after leaving the family business after 8 years, to start his own practice. His dream of helping people understand how to think outside the box and realize that financial success CAN...

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Larry Morrison

(208) 760-9050

Larry began his financial professional career in 2006. After working with a wide variety of clients during his first two years, Larry realized he enjoyed helping small business with retirement and succession planning. Larry also enjoys...

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