Suresh Basnet, MBA
Founder - Portfolio Manager - Advisor
Suresh is inspired by his work with people, coaching them to achieve greater contentment in their lives. Suresh provides daily insights in advisory services, portfolio management, and tax-efficient retirement strategy. Suresh was an...
Dr. Dave Knutson, Ph. D., ChFC
Chartered Financial Consultant, Vice President of Strategy
Since 1981, Dave has dedicated himself to helping people achieve their financial objectives. He received his BA from Cornell, his MA and PhD from the University of Kansas, and his Chartered Financial Consultant (ChFC) designation from The..
Jairo Muñoz, Ph. D.
Vice President
Jairo brings his professional experiences and kindness-in-action approach to building long-term client relationships. His data analysis and risk management skills stem from his over 35 years in the aerospace and...
David J. Sullwold, CFP®
Certified Financial Planner™
David has served in the financial services industry since 1987 having worked with CPAs, attorneys, families and small business owners to help identify their financial needs, develop appropriate strategies, and help them to implement...
Kelli Soll, MPA
Integrator
Kelli earned a Bachelor of Science in Geology from Iowa State University and a Master in Public Administration from Boise State University. She is proud to have been recognized in Idaho Business Review’s “40 Under 40 Most...
Meera Basnet
Consultant, Business Development
Meera has been a passionate advocate and advisor for refugees and immigrants to the United States. She worked in various non-profit organizations, including BHCare, Hands Up and the New York Asian Women’s Center prior to joining...
Dennis Naughton, JD
Attorney at Law, Strategic Partner
Dennis Naughton brings his vast expertise in estate planning to his work with clients. Dennis is a practicing lawyer since 1970, after receiving his Juris Doctor degree (JD) from Creighton University School of Law. His further experience...