Jed Reese is the President and CEO of STRIVE Wealth & Protection Planning, LLC. He began his financial planning career in 2010 after spending over a decade as an Operations and Quality Manager in the semiconductor and sports nutrition industries. Jed has established himself as a reputable, knowledgeable , and trusted professional within the business community.
Jed was born and raised in the Treasure Valley, which is where he and his two sons reside. Jed is an avid athlete who currently enjoys playing golf, cycling, and competing in triathlons.
Notable Awards Received:
- 2014 Idaho Business Review Accomplished Under 40
- Arid Club Board of Directors - 2014 to Present
- Better Business Bureau - Accredited Business
- Boise Metro Chamber of Commerce - Member
- Boise Southwest Rotary Club - Member & Paul Harris Fellow
- Bronco Athletic Association - Member
*STRIVE Wealth & Protection Planning LLC is NOT a registered investment advisor. Jed Reese is licensed to provide advisory services through Clear Creek Financial Management, LLC. There is no common ownership or control between STRIVE Wealth & Protection Planning LLC and Clear Creek Financial Management, LLC.
Dave Snelson, AIF®, CLTC
Wealth Advisor at STRIVE Wealth and Protection Planning
Dave has been in the Financial Services Industry since 1996. He has been a Business Owner and Entrepreneur for over 37 years.
He uses his industry and life experience to help guide his clients in working to achieve their financial goals. He believes the American Dream and financial independence, is achievable for anyone who wants to plan and work towards their goals.
Dave has been an active member in his community and Industry through involvement in several organizations through the years, which has led to many valued friends and client relationships.
Dave is married to Lesli, they have three children, Jedidiah, Macey, and Kalen.
- President: S. Idaho Association of Insurance and Financial Advisors (NAIFA) 2002-2003
- Board of Directors: Twin Falls Area Chamber of Commerce (2003-2009)
- Board Chairman: Twin Falls Area Chamber of Commerce (2007-2008)
- Chairman: Twin Falls City Traffic Safety Commission (2004-2010)
- Board Member St Luke's Magic Valley Foundation
Zach Abraham has been in the financial services industry for over a decade. He began his career at Russell Investments working with the retirement distribution team. He went on to get his Series 7 and 66 while working for Wells Fargo as a Financial Advisor. Before starting Bulwark, Mr. Abraham served as Chief Investment Officer for Abraham & Co., Inc.--a boutique broker/dealer and wealth management firm in Gig Harbor.
Mr. Abraham holds a Bachelor of Science in Finance from Pacific Lutheran University. He is also the host of "Know Your Risk Radio" which airs Saturdays at 3pm on AM 770 KTTH.
Bruno Marques, CFP®, CRPC®
Bruno has been a Wealth Advisor since 2003 and brings a full spectrum of financial knowledge to the Investment Capital 360 family. He holds the Certified Financial Planner Professional designation, the highest ethical and fiduciary industry standard for personal financial planning.
David Morrison, CFP®, APMA®
Certified Financial Planner™ Professional
David has nearly a decade of experiencing guiding clients through life’s financial opportunities. Focused, dedicated, and passionate about helping others enjoy all life has to offer, David makes his home in Idaho and is licensed across the Northwest and in 17 total U.S. states.
Patrick Collins, CRPC®, APMA®, M.B.A.
Patrick has been in the financial services industry for over five years and is trusted by his clients and respected by his peers. Thoughtful, deliberate, and meticulous in helping others plan and execute on their investment strategies, Patrick makes his home in Idaho and is licensed across the Northwest and in a total of nine U.S. states.
Joe Mallen joined Helios Quantitative, LLC, in 2016, taking on the responsibilities of quantitative research and managing client relationships. He currently holds the position of Chief Investment Officer (CIO). Mallen is steadfast in his belief that the future of the investment advisor industry begins with cost effective and risk-managed solutions for clients. Like Shuba, he hopes to enable financial advisors to be competitive by providing them with institutional level market research.
Mallen holds a masters in finance with a concentration in quantitative finance from London Business School and a BSB in finance from the Carlson School of Management at the University of Minnesota.
When the financial crisis of 2008 struck, it became obvious that a quantitative, emotionless approach to asset management was the clearest path to success in the modern market. After spending time at Ameriprise Financial and as Senior Quant Analyst at Columbia Threadneedle, Chris Shuba focused on developing mathematical models that could help financial advisors mitigate the volatility of the market.
In 2014, Shuba joined Westlake, Grahl & Glover as Chief Investment Officer, where he put to use a series of algorithms he designed. These models were met with immediate interest by a broad range of clients, and within the year, financial advisors nationwide were clamoring for access to his algorithms.
Soon thereafter, he founded Helios Quantitative, LLC. Shuba is the Chief Executive Officer (CEO), and Chief Compliance Officer (COO) at Helios. Today, Helios influences the assets of advisors that collectively manage over $9 billion.
In 2015, Shuba was named the greater Sacramento Area’s “Face of Investing” by Sacramento Magazine. He is a regular speaker and contributor at industry events hosted by the likes of State Street, JP Morgan, and more.
Shuba holds a BS in business finance and law from the Opus School of Business at the University of St. Thomas, and holds a FINRA Series 7, and has completed the Level 1 CFA.
Founder and CEO of Magellan Wealth Management
Jason, who grew up in Eagle, Idaho is a true Idahoan and is active in his community. After attending Bishop Kelly High School he spent a year at Idaho State University and 3 at Boise State where he played and coached baseball. He has spent over 20 years in sales and marketing working closely with people to help them reach all of their goals and is a veteran at creating long lasting, beneficial relationships. He started his financial career with Waddell & Reed in Boise where he learned how to create financial plans in support of his clients retirement needs. Jason is active in several local groups including Ducks Unlimited (Chairman), Rachel’s Vineyard, the Leukemia Lymphoma Society (Man of the Year candidate), along with leading groups of Christian pilgrims with his wife to the Holy Land and Greece.
“My job is managing risk and developing strategies through extensive planning and research that helps my clients both grow and protect their wealth.”
Terrance O’Neil has been a Financial Advisor since 1998. His professional experiences have helped him evaluate financial needs and ensure a strategy aligns with the end goal. He enjoys implementing and servicing the strategy throughout the life of the plan. He believes in prudent growth investing to strive for future income projections during retirement. Terrance works with various professionals to facilitate thoughtful and encompassing portfolio investments. He is married, with 3 grown children and is an avid skier, and reads voraciously.