The Jamison-Richter Group
Serving clients in Southern Idaho and Eastern Oregon
The Schlenker-Lompa Group
Serving clients in Northern Idaho and Spokane, Washington
The Wilson-Jordan Group
Serving clients in Boise and Surrounding Area
Serving clients across the state of Idaho
Merry H Dooley, CFP®, CWS®, NSSA®
SVP, Wealth Planning Manager
Debora Dinehart
VP, Wealth Protection Strategist, CA Insurance License #4192058
Jane Sobottka, ChFC®, CLU®
AVP, Wealth Advisor, CA Insurance License #4204160
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.