The Jamison-Richter Group
Serving clients in Southern Idaho and Eastern Oregon
The Schlenker-JORDAN Group
Serving clients in Northern Idaho and Spokane, Washington
The BOEHM-JORDAN Group
Serving clients in Northern Idaho and Spokane, Washington
Shane Boehm, CWS® AIF®
SVP, Senior Wealth Advisor, CA Insurance License #0G99551
FINANCIAL PLANNING & INSURANCE
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
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.