Broker Check

1858 East 1st Street
Idaho Falls, ID 83401



Location - Pocatello

John Koyle


John concentrates on delivering personalized financial planning for his clients. He also assists businesses in setting up full employee benefits, including employer sponsored retirements plans, simple 401(k) investments, and life and...

R. Dale Almond, CFP®



Dale is a CERTIFIED FINANCIAL PLANNER™serving his clients with a planning first focus. Dale began his financial & estate planning practice in 1982, partnering with John Ricks and establishing their financial planning firm, Idaho...

Doug Woolley 


Doug's main focus is helping clients secure their financial future through individual estate and retirement planning, tax management, and portfolio management as well as important individual insurance programs such as Life, Health, and...

Raquel Hodgkinson

New Business Administrator


Raquel has been with our firm for over 17 years and is responsible for processing all new securities business and is an assistant to all registered representatives in our office. Raquel has the Series 6 Registration as well as Life, Accident and...

Stacy McClure

Administrative Assistant


Stacy McClure is an Assistant to all of the Registered Representatives in the Pocatello, ID office. She has worked in the financial services industry since 2007. Prior to working for Cornerstone Financial Advisors LLC, Stacy worked in the Real...