Our Team

With more than two decades of experience in the financial industry, Scott assists clients in connecting their money with their values to help them confidently live fulfilling lives. As a licensed financial advisor, Scott takes a client-centric, holistic approach to financial planning and develop Financial Life Plans that take into account a client's values and needs, while providing a strategy that allows them to work towards meaningful goals they have set for themselves. Scott enjoys time with his wife, 3 daughters, son, and their spouses, along with his 7 grandchildren. His passions as an Idaho native include the great outdoors, the throttle on a dirt bike, boating, and scuba diving. Scott’s credentials include the FINRA series 6, series 63, and series 65 licenses.

With a bachelor’s degree in finance from BYU-Idaho, Gunnar has the skills and experience of a successful financial advisor. He is passionate about helping others pursue their financial goals, and helping them learn as he guides them along the path to success. When he is not working on your financial plans you will find him on the ski slope or at the lake. Gunnar’s credentials include the FINRA series 7, series 63, and series 65 licenses.