Fiduciary Guidance to Elevate Your Wealth’s Potential

For over 20 years, I have helped clients address their financial concerns and develop sound strategies by focusing on each individual's specific needs. With extensive experience throughout major shifts in the markets, I have dedicated my career to delivering the personalized investment planning services that my clients and their families deserve. I work with high net worth individuals, families, and businesses to provide integrated wealth management and planning services. Integrity, objective advice, attention to detail, and unwavering concern for the wellbeing of my clients are the hallmarks of my client service model.

I earned my undergraduate degree from Idaho State University and hold the Finra Series 7, 24, and 66 securities registration. I hold the Chartered Retirement Planning Counselor (CRPC) designation through the College for Financial Planning. I also hold the Private Investment Management (PIM) Portfolio Manager designation through Wells Fargo Advisors.

I take pride in providing my clients with a calm, data-driven perspective on money matters, risk and investing. For nearly 25 years, I have helped clients achieve financial security and success by sharing advice and guidance based on their unique goals and centered on their plan. Growing up in the farming community gave me a strong work ethic and personal sense of optimism for the future. Today I continue to apply those skills as a financial advisor, helping my clients plant and nurture the seeds of their future with the aim of reaping a bountiful harvest.

I work with a range of clients including business owners, foundations, retirees, individuals and families - including multiple generations of families. A gifted problem solver and helper by nature, my clients rely on me as their trusted resource for questions. My goal is always to help simplify the complexities of their finances and investing. I aim to be known as a caring, transparent and straight forward financial advisor who genuinely values building close personal relationships with clients and always strives to put their interests first.

I have lived in Idaho my entire life, except during a 2-year ecclesiastic mission to Denmark. My wife and I are the proud parents of a son and four daughters. I was a former high school and college wrestler as well as a high school wrestling coach for 10 years. I am an avid adventurer who stays active outdoors mountaineering, backcountry skiing, and whitewater rafting. As competitive cyclist, I also race both road and mountain bikes. I am active in my faith and enjoy woodworking and spending time with my family.

I can be reached at 208-656-7413 or [email protected].

Education:
Ricks College
Idaho State University, B.S. Business, Emphasis in Finance and Accounting

Professional:
Wells Fargo Advisors 2010-present
Zions Bank
Merrill Lynch
Larsen Farms

For 30 years and counting, I have been a Financial Advisor. With integrity and trust I have helped many clients build, manage, preserve, and transition wealth. As a licensed advisor, I understand how critical it is to do what is best for each individual client.

I was raised in Southeast Idaho where during my high school years I milked cows, cut poles and posts with my father and brothers, and also wrestled earning 2 state championship titles. I went on to serve a 2 year LDS mission then, after returning home, I wrestled for Ricks College while completing a 2 year associate degree. I then went on to BYU Provo to earn my bachelors and Masters Degrees. I grew up in Island Park where I developed a love for the outdoors and learned a strong work ethic. I enjoy hunting, snowmobiling, boating with my family, and spending time with them in the Yellowstone and Teton National park areas. There we enjoy biking, hiking, and exploring.

My wife, Jolana, and I are the proud parents of one daughter and three sons. I enjoy having my eldest son, Chase, working alongside me. It has been a great privilege to pass on many lessons I learned from my father to my son in our career together. My father taught me “whatever you do today is coming back to you tomorrow.” This advice is the center of my career, as it guides my decisions for clients to help me be aware of the best decisions from the very beginning as I am serving my clients.

I have been in the financial services industry since 2019. My journey began under the guidance of my father, Dale Green, a seasoned financial advisor. His commitment to this profession is what sparked my passion, and I had the honor of working alongside him for nearly three years before he passed away after a battle with cancer. My mission is to carry forward his selfless approach as a professional advisor—one who prioritizes the well-being of others.

I’m fortunate to be part of a team of highly experienced and knowledgeable advisors. Collectively, we boast over 100 years of combined expertise in the financial services industry. Our team-oriented approach helps to ensure that we meet the diverse needs of our clients. We have developed and refined a process—one that is designed to yield customized, high-value solutions for various financial scenarios. We’re not just about numbers; our core purpose is to help clients look to the future with anticipation, rather than apprehension.

Relationships are the center of my career. I'm grateful for the opportunity to connect with people—learning about their interests, careers, and families. These personal relationships empower me to create customized investment plans tailored to each client’s unique circumstances. I pride myself in being honest and transparent. My clients can count on straightforward advice and exceptional service, whether navigating complex financial decisions or planning for the future.

Outside the office, I love spending time with my wife and children. Camping trips, rounds of golf, hunting, fishing, invigorating workouts, and the thrill of riding motorcycles—all against the backdrop of Southeast, ID—have woven themselves into my life. This area fuels my passions, and I’m grateful to call it home.

As a newer advisor entering the industry at the end of 2022, I bring a fresh perspective and dedication to guiding clients towards their financial goals. My journey as an advisor has been marked by a steadfast commitment to understanding each client’s unique needs and crafting tailored strategies to help them achieve their goals.

My approach is centered on building strong, trust-based relationships with clients, rooted in transparency, integrity, and open communication. By listening attentively to each client’s aspiration, concerns, and values, I aim to empower them to make informed decisions with confidence.

At Mountain Crest Wealth Management, I am fortunate to work alongside industry veterans whose mentorship inspires me to grow and refine my skills. Together, we create a collaborative environment where knowledge is shared, and innovative solutions are cultivated to help our clients achieve their financial goals.

In my personal time, I enjoy the many recreational activities our area has to offer. I love spending time outside with my family hunting, fishing, hiking, boating, camping, snowmobiling and everything in between. I am active in my faith and aim to be a loving example to my family.

I have been a part of the Wealth Management Industry since 2019. I have a deep passion for personalized wealth management and investment strategies. I particularly enjoy working with affluent professionals and business owners because of the opportunities and challenges that arise in helping them grow, preserve, and enjoy the wealth they have worked so hard to build. For me, it is more than just managing client portfolios-it is about crafting tailored solutions that align with their ambitions, whether that is scaling a business, securing a legacy, or living life on their terms. I thrive on diving into the complexities of investments, tax strategies, and longer-term planning to deliver results that make a real difference.

Outside of my career I find fulfillment in spending time with my family and enjoying various outdoor hobbies. The mountains surrounding Southeast Idaho are where I like to spend my free time. From hunting and camping to tackling rugged trails on my dirt bike in the summer and exploring the backcountry on my snowmobile during the winter months. Above all, I treasure the time I spend with my wife and our two sons. They are my motivation, and the reason I prioritize building something lasting, both at home and for my clients.

I bring that same energy and dedication with a hands-non approach to every relationship I build. My goal is simple: to be the trusted partner who helps my clients navigate their financial world with confidence, so they can focus on the things they value most.