Helping Clients Succeed Financially

It’s natural — and wise — to examine your financial outlook. A Financial Advisor can provide the advice and guidance you need to focus on your goals. We can help you start planning now for the future. We are backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies.
Michael Schjeldahl

Michael Schjeldahl

  • CRPC
  • Senior Financial Advisor
  • Managing Partner

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.

Brett Floyd

Brett Floyd

    • Senior Financial Advisor
    For over 30 years I have focused on each investor's or business's specific needs, I have worked with clients to develop sound strategies that I believe have helped them reach their financial goals. With extensive experience working through major shifts in the financial markets over the past 30 plus years, I have dedicated my career to delivering the personalized investment planning services that my clients and their families deserve and have come to expect. I have worked as a Financial Advisor to both individual and institutional investors since 1983 to provide integrated wealth management and investment planning services. Integrity, objective advice and unwavering concern for each client define my client service model.

    My mission is to provide every client with targeted, comprehensive financial advice and portfolio management - delivered with the highest level of personal service and professional integrity.

    My wife Rhonda and I live in Idaho Falls where we spend time enjoying the outdoors and spending time with our married children and grandchildren.

    Lori Newton

      • Senior Registered Client Associate
      • Branch Operations Manager
      Robert M. Thompson

      Robert M. Thompson

        • Senior Financial Advisor
        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]

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

        Wells Fargo Advisors 2010-present
        Zions Bank
        Merrill Lynch
        Larsen Farms
        Jade K. Green

        Jade K. Green

          • Financial Advisor
          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.

          David L. Green

            • Senior Financial Advisor
            For 30 years and counting, I have been a Financial Advisor. With integrity and trust I have helped many clients build, manage, protect, 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.

            Chase W. Green

              • Financial Advisor

              Jennifer Hall

                • Senior Registered Client Associate

                I am Senior Registered Client Associate with a Series 7 and 66 registration. I began my financial services
                career over 22 years ago with Smith Barney. I have been with Wells Fargo Advisors since 2008 and
                made the transition to Wells Fargo Financial Network in 2022.

                I strive to serve the needs of clients by listening and working hard to attend to all their needs. Working
                together with clients and building a longstanding and trusting relationship is my goal. I work closely with
                Financial Advisors to help bring a seamless process to all of our client’s needs.

                My experience and knowledge has given me the ability to be a problem-solver and provide the best
                solution for any situation.

                I grew up in Southern Utah, but now call Rigby, Idaho my home. I have two grown children. Outside of
                work you will find me traveling with my husband, enjoying the outdoors, or curling up with a good book.