Helping Clients Succeed Financially

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.

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

I have been in the financial services industry since 2019. My dad, Dale Green, was a financial advisor his whole career and is the one who introduced me into this amazing profession. I had the privilege of working side by side with him for almost three years before he passed away. I strive to continue his legacy as a selfless, professional advisor who always puts the interests of others first.

Relationships are at the center of my career. I truly enjoy getting to know other people – their interests, careers, and families. These relationships allow me to develop an individual investment plan for my clients. I seek to offer holistic, customized financial solutions and advice to individuals, families, and business owners. I pride myself in being honest, transparent, and straightforward with my clients and providing them with exceptional service and professional advice.

I have the privilege of working with a team of very experienced and well-versed advisors. Together we have over 60 years of combined experience in the financial services industry. Our team-oriented approach to client service allows us to better meet the needs of those we work with. We use a comprehensive process that we believe creates repeatable, high value solutions to many financial situations. Services we offer include: wealth management, risk management, tax efficient investment strategies, retirement planning, estate planning strategies, and budgeting.

Outside of the office, I enjoy spending time with my wife and daughter. We enjoy camping, golfing, hunting, fishing, working out, and riding any type of motorcycle. I grew up in Southeast, ID and have lived here my whole life. I’ve grown to love this area and the diverse activities it offers.

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.