Team

Matthew Porter, CFP®, AIF®

Financial Advisor

208-529-6643

208-529-9820

David Schofield, RFC®

Employee Benefit Specialist, Financial Advisor

208-529-6643

208-529-9820

Jacob Munk, J.D.  AIF®
Doctor of Jurisprudence

Wealth Manager

208-529-6643

208-529-9820

Lori Lawrence

Director of Operations

208-529-6643

208-529-9820

Barbara Delimont, FPQP™

Retirement Plan Administrator

208-529-6643

208-529-9820

Scott Jackson

Client Relations Manager

208-529-6643

Keyan Bird

Intern

(208) 529-6643

(208) 529-9820

keyan@cfaidaho.net

Trevor Simonson, EA

Staff Accountant

208-233-5000

Melissa Thatcher

Staff Accountant

208-233-5000

208-233-5010

Nyssa Bradley, EA

Staff Accountant

(208) 233-5000

nyssa@ctsidaho.com

Shelley Porter

Tax Assistant & Receptionist

208-233-5000

208-233-5010

shelley@ctsidaho.com

Doug Woolley

Financial Advisor

208-237-2277

208-237-6845

R. Dale Almond, CFP®

Certified Financial Planner™

208-237-2277

208-237-6845

Raquel Hodgkinson

New Business Administrator

208-237-2277

208-237-6845

Brent Evans, CFA

Director of Investment Management, Prosperity Advisory Group

Paul Ewing, CFP®, AAMS

President/CEO, Prosperity Network of Advisors, LLC and Prosperity Advisory Group

Scott Sirois

Director of Information Technology, Prosperity Network of Advisors, LLC

Glenda Christopherson

Chief Operations Officer, Prosperity Advisory Group, Prosperity Network of Advisors, LLC

Angela Brill, CFP®, AIF®, CDFA™, MBA

President/Partner, Prosperity Advisory Group

Julie Hendricks

Senior Attorney, Advanced Planning Group, Cetera Advisors, LLC

Stan Smiley

Senior Vice President, Advanced Planning Group, Cetera Advisors, LLC