Our Team

Brandon began working with his Father in their family business in 2000. His personal practice networks with several estate planning law firms and CPA Practices to create comprehensive strategies and wholistic plans for his clients...

Phil has been in the financial services industry since 1987. Prior to that time, he owned and operated a real estate company in southeastern Idaho, where he also served as president of the Pocatello Board of Realtors. His vast real...