Helping Clients Succeed Financially

About Us

We want you to be a confident investor so you can work toward your life goals and dreams. We will strive to empower you through customized, goal-oriented investment strategies. Long-term relationships are built on the trust we aim to earn through integrity, hard work and service.

Mike Schjeldahl, Brett Floyd, and Lori Newton

1135 Pier View Drive
Suite 170
Idaho Falls, ID 83402


Robert Thompson, Jade Green, David Green, Chase Green, and Jennifer Hall

1135 Pier View Drive
Suite 140
Idaho Falls, ID 83402

People on Mountain2

Your Goals and Dreams, Our Guidance

You are pursuing your financial goals and deserve someone who can help you with advice and guidance. I am here to listen and help you plan for your future with confidence. I’m backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies. Let me help you develop an investment strategy that is flexible and tracks your goals.
Financial Avisors hands on a conference table