Who is Rocky Mountain Wealth Management (RMWM)?
I founded Rocky Mountain Wealth Management, LLC, to better serve my clients. Our alliance with Commonwealth Financial Network® and National Financial Services, LLC, provides a premier architecture for us to pursue the needs and goals of our clients.
As a financial consultant, an Investment Adviser Representative of Commonwealth Financial Network®, and a Certified Wealth Strategist® (CWS®), I advise my clients regarding their overall financial health and well-being. I function as their personal financial advisor. I consider many aspects of each client's personal circumstances in order to offer a unique solution that helps them achieve their goals and dreams.
Investment philosophy and style
My investment philosophy incorporates the wisdom of successful investment strategies acquired through my professional knowledge, reading, studying, and personal experience. I use this wisdom to coach investors through the process of managing and growing wealth. My investment philosophy is based on the philosophies of sage investors such as Benjamin Graham and Sir John Templeton, and I watch and read their current disciples. Preserving wealth is a foremost concern; while I place a premium on minimizing risk, I pursue reasonable investment. The principles, ethics, and integrity that guide me as a professional are what my clients count on, beyond question and without exception.
I have been helping clients achieve their investment goals by providing conservative investment advice since 1993. I graduated from Oregon State University in 1985 with a major in financial services and a minor in behavioral science. I began my financial career in the credit industry, working in client management for seven years while gaining valuable experience in risk management. My career as a financial consultant began in 1993. My previous work experience and a family history with very simple rural roots guided me as a new broker. My investment style and practice slowly evolved based on a conservative foundation and (fortunately) under exceptional mentors. More recently, I managed a brokerage office for a regional firm and currently maintain FINRA Series 4, 7, 24, 63, and 65 securities registrations through Commonwealth Financial Network. I have also earned the Certified Wealth Strategist® (CWS®) designation.
I live in the Boise area with my daughter, Paige, and have two sons at the University of Utah. I have been active in the community as a past Charter President of the Eagle Kiwanis Club and served on the City of Eagle's Planning and Zoning Commission. I have been active with the Idaho2Fly organization (www.idaho2fly.org), assisting men who are fighting cancer. I continue to seek new community service opportunities, and I volunteer regularly where I find interesting opportunities. I am an avid outdoorsman.