Investment Advisor / Principal
The focus of my work, always, is service. When I talk with my clients, we focus on what matters – their families, their goals, and their legacies – and my job is to really hear what they’re saying. I serve them by offering the best counsel I can and staying up-to-date on the people and milestones that matter to them. Together, we build a personalized strategy that is based on their values and aspirations.
I earned my CERTIFIED FINANCIAL PLANNER ™ 1 designation in 2005 after proving my expertise in financial planning, tax planning, employee benefits and retirement planning, estate planning, investment management, and insurance. To continue my designation, I complete 30 credit hours of continuing education every two years. I wanted to become a CFP ® practitioner because it aligns with my values – CFP ® professionals are held to the highest ethical and professional responsibility standards in our industry.
I’m a lifelong Idahoan, and I love giving back to my community. I’ve been a member of the Southwest Idaho Planned Giving Council, the Idaho Women’s Charitable Foundation, and the Boise Estate Planning Council. I especially enjoy working with my daughters’ school and their extra curricular activities.
My husband, John, is an electrical engineer at Micron, and when we’re not building Excel spreadsheets, we enjoy skiing, biking, and golfing. We love living in Southeast Boise, and we’re especially glad that our two girls are growing up close to the Boise River and the Greenbelt.
- Bachelor of Business Administration, University of Northern Colorado
- CERTIFIED FINANCIAL PLANNER ™ professional
- Recipient of the Idaho Business Review’s 2013 Women of the Year2, 2014 Accomplished 40 Under 40 3, and 2016 Excellence in Finance 4 awards
Email Raleigh at firstname.lastname@example.org