Affilliated Advisors

Affilliated Advisors

Jed Reese

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 

Community Activities: 
- 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. 

Community Activities: 
- 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

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.

 

 

Chad Johnson

Financial Advisor

Chad Johnson has spent the last 20 years as a leader, coach, and mentor, both in the business realm and the greater Puget Sound community. Chad began his career as a Financial Advisor at Edward Jones, where he got his Series 7 and Series 66 license. Chad has also been a pastor for over 15 years, a public speaker, and has written and developed many books, trainings, and curriculums to help people grow in both their personal life and financial stewardship. Mr. Johnson holds a Bachelor of Arts in Business Administration from Pacific Lutheran University. He was also an All-American college and professional quarterback, and is the grandson of legendary Hall of Fame football coach Frosty Westering. He and his wife Michelle have four children and live in Fircrest, WA.

 

 

H Adolphson

Financial Advisor

Bulwark Capital Management

H Adolphson started his career in the hospitality industry. It was after starting a family that he realized he did not want to miss out on weekends and holidays. Mr. Adolphson returned to school and earned a second bachelor's degree in business administration with a focus on accounting. After completing this degree, he started his own bookkeeping company that maintained records for small financial fiduciaries. Upon finding a love for finance, Mr. Adolphson then went on to start and advise on a private equity fund that focused on small tech companies.
Mr. Adolphson holds a Bachelor of Arts in hospitality and restaurant management from South Seattle Community College as well as a Bachelor of Arts in business administration from the University of Washington Tacoma. In his free time, Mr. Adolphson enjoys cooking for friends and family as well as making small woodworking projects.

 

 

Bruno Marques, CFP®, CRPC®

Wealth Advisor

Principal Phone: 208-319-3562 *3560
Mobile: 208-863-0263
Fax: 208-319-3501
E-mail: bruno@investmentcapital360.com

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.

Financial Planner

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

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.

 

 

Chris Shuba

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.

 

 

Jason Childers

Financial Advisor

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

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.

 

 

Laurence Schiffman, CFP®, CLU®

Financial Guide and Founder of Traverse Planning

Lakewood, CO

Over the 13 years that Laurence Schiffman, CFP®, CLU® spent at a large firm, he continued to feel the pressure to focus on products over planning and the limitations of what he was, and wasn’t, allowed to advise clients on. After a great deal of soul searching and due diligence, Laurence felt that the only way to eliminate those conflicts of interest and truly put his clients first was to transition to the independent space. In 2019, Laurence launched Traverse Planning, an independent advisory firm based out of Colorado.

Knowing that finances are a very intimate and intimidating topic, Laurence and his team focus on making the planning experience as stress-free as possible. Laurence’s knowledge, accountability, and transparency has helped him to develop trust and lasting relationships with his clients.

Laurence specializes in working with clients that are retired, within 10 years of retirement, and those that are very tax-sensitive (business owners, individuals with equity compensation packages, etc.). Laurence combines his financial planning skills with his background in accounting to optimize the tax-efficiency of client planning. He believes that good tax planning carries a rate of return in of itself. Unlike the market, one doesn’t need to take additional risks to achieve those additional returns.

In 2019, Laurence was honored as the Runner-Up in the PlanPlus Global Financial Planning Competition for the North American Regional.

Laurence is a CERTIFIED FINANCIAL PLANNER, holds a Chartered Life Underwriter designation, and earned his Bachelor of Science in Accountancy from the WP Carey School of Business at Arizona State University.

Laurence was born and raised in NJ but now lives in Arvada, CO with his wife Stephanie, son Hunter, and their dog Dolce. He is an avid skier, having competed in Ski-Cross at both the amateur and semi-professional levels. When he’s not skiing or in the office, you can find Laurence and his family out camping or traveling.

 

JT Belnap

Co-Founder/Advisor Treasure Valley Financial Planning

Meridian, ID

Clients describe JT as passionate, caring & creative. Jonathan “JT” Belnap is a native Idahoan who takes great pride in being able to live and work in the beautiful Treasure Valley. He is married with five children. He met his wife in choir class and they have instilled a love for music in their family. They do almost everything together, including supporting each other in all extracurricular activities and celebrating holidays. A favorite is dressing up for Halloween every year in a family “theme.” JT loves to cook and his family gets to try out all of his concoctions. He is active in church and community functions. He is a graduate of Boise State University – Go Broncos!

With nearly a decade of financial planning experience, JT co-founded Treasure Valley Financial Planning in 2018 to help Treasure Valley residents preparing for retirement. As a fiduciary and without conflicts of interest, he is able to provide objective advice that is in his clients’ best interests. He provides holistic advice, well beyond investment management. His clients know he will roll up his sleeves to come up with creative solutions to almost any financial issue. They find comfort knowing they can trust him to be there when it matters most. JT’s most rewarding experiences come when he helps his clients think of an idea that they had never thought of before, or thought was even possible. His clients appreciate that he is honest and is a “get it done” person. His office is conveniently located in the heart of the Treasure Valley, right off of the Eagle road exit in Meridian, ID.

 

Mike Fuhriman, CRPS

Co-Founder/Financial Advisor Treasure Valley Financial Planning

Meridian, ID

Mike grew up in Kuna, ID, the last of eight children. He was active in athletics and music throughout his school years, majoring in music in college. Mike met his beautiful wife in high school and they have been blessed with eight great kids. Now that all his children are married, his family has grown to include twenty-eight grandchildren and counting!

Mike owned and operated a retail sporting goods business called Sports Shoppe with stores located in Boise, Idaho Falls, Ontario Oregon, Spokane, and Kennewick, Washington. After the sale of the business, he became a financial advisor, partnering with JT Belnap. They now have formed Treasure Valley Financial Planning and enjoy giving their clients the power to live their dreams through comprehensive financial planning. Mike is active in his church, loves fishing, and coached soccer for twenty years. He loves Boise State football and playing with his grandchildren.

 

Rob Flagler, Financial Advisor

Treasure Valley Financial Planning

Meridian, ID

Rob moved to the Treasure Valley in 2011 to attend Boise State University. Now graduated, Rob spends as much of his free time as possible in Idaho’s great outdoors. His favorite activities are hiking in the Sawtooth Mountains, skiing on Bogus Basin, walking his dog Ginger, and relaxing with his lovely girlfriend Alexa.

Rob takes enormous pride in his work and strives to create a client experience that promotes Treasure Valley Financial Planning’s seven standards of excellence. He is an Eagle Scout, an active member of the Boise Young Professionals, and participates within the Idaho Historical Society. Rob’s current role as Financial Advisor comes after four years of facilitating the advisor-client relationship as an Advisor Assistant and Paraplanner.

 

Stephen Coupe, Financial Advisor

Copper Financial

Silverdale, WA

Steve has been a financial adviser since 1990, bringing nearly three decades of valuable experience to his clients. In his work, Steve enjoys looking out for his clients’ best interests by always keeping them protected, informed and educated in their financial goals. He is also a Loan Consultant and Insurance Agent. Due to his strong financial acumen, Steve brings a holistic outlook to his clients, balancing their goals with the best-suited financial products. He enjoys his work immensely, primarily because of the impact on people’s lives, and the constant ability to learn something new.

He attended the University of Maine and served in the US Navy between 1982 to 1988, while obtaining numerous recognitions for his accomplishments and conduct, including Sailor of the Year. After leaving the Navy, Steve found his true calling in the financial industry and is really enjoying the benefits of TD Ameritrade as his chosen platform.

Steve has been married to his lovely wife Ann for thirty years. Together, they have five children and two grandchildren. When he’s not working, Steve enjoys sports, including football, basketball, and baseball, coaching youth sports, drumming and playing chess. He is also very involved in the community, supporting local schools, the Silverdale Food Bank, Local Chambers, and the Kitsap Builder’s Association.

 

Alan Johnson, Financial Advisor

Copper Financial

Silverdale, WA

Using a decade of investment experience, Alan has quickly become a trusted financial advisor among clients and industry associates. He actively goes out of his way to provide exceptional hands-on experience and prides himself on product and process knowledge, making every effort to match the best investment vehicle to each client’s needs. He is thrilled to have aligned with an innovative, consumer-driven company such as Copper Financial Management.

Alan originally graduated from the University of California at Santa Cruz with a degree in environmental and earth science and later joined the financial industry out of his desire to explore the financial markets. He owns a part-time business permitting residential property for development and maintains an active portfolio of rental homes.

Residing in Gig Harbor, Alan holds a Series 7 stockbroker license and a Series 66 investment advisor license. Alan also retains an active mortgage license. He is a problem solver who is always looking out for his clients’ best interests, and taking part in his clients’ most important financial decisions. It is what drives him to do his best each day.

Outside of the office, Alan enjoys water sports, including skiing, rafting, and scuba, and also enjoys gardening, model railroads, and Dungeons & Dragons. His community involvement includes the Gig Harbor Chamber of Commerce and the Gig Harbor Peninsula Food Bank.

 

Jeremy Guay, Senior Wealth Advisor

Strive Wealth and Protection Planning

Meridian, ID

Jeremy has been in the financial services industry since 2003 and was most recently with Well Fargo Advisors before joining the STRIVE family in September of 2019.

As a Senior Wealth Advisor, Jeremy can deliver a full range of investment planning strategies tailored to your unique needs. Working with Jeremy means continuously meeting for planning sessions to put your wealth to work in support of your life goals. Together, we will develop investment strategies and adjust the strategies as life circumstances change to help keep you on course towards your objectives and to keep your investment strategies aligned with your goals and needs over the years.

Jeremy is married to Angela and they have two children; Dylan and Madison. Jeremy has been involved in the community by coaching youth baseball for over 15 years. He currently manages the 14u 208 Bombers Baseball club, a non-profit travel club baseball team. He also helps run the Rob Sproat Memorial Golf Tournament in efforts to raise cancer awareness and raise money for the Leukemia & Lymphoma Society.

 

Sean West, CFP®

White Cloud Wealth Management

Meridian, ID

Sean helps business owners, sales professionals, and engineers make work optional in retirement. He specializes in retirement income planning and tax planning. Investment decisions are made by using financial science and time-tested principles coupled with a comprehensive planning process.

He has been serving his clients since 2007 and looks forward to many years of financial service.

 

Kevin Wiley, Financial Advisor

Wiley Invest

Bainbridge Island, WA

You have some form of retirement asset, an IRA, annuity, 401k or and investment account. You have some form of financial anxiety, it may be a concern of outliving your retirement, a medical emergency, or having enough saved to retire. You are not alone!

My name is Kevin Wiley. I grew up in Shelton, WA and now live on Bainbridge Island, I am an advisor and I love to help you understand more about your financial life.

 


Jason Skifstad, Financial Advisor

Wiley Invest

Bainbridge Island, WA

My name is Jason Skifstad.  I've been a financial advisor for well over a decade, but I've always been a problem solver and a cultivator.  These days I help folks to get retired, to stay retired, and to bless others.  At Princeton I earned the Master of Divinity degree as I studied compassion and communication.  Then at Pepperdine I was first in my class in Negotiations and first in Remedies as I earned the Doctor of Law degree.  My greatest investment has been raising four children in Kitsap County over the past 25 years; I am a very wealthy man.

 


Eugene Delarosa, CFP®, APMA®

Guide Morrison - Integrated Wealth Advisors

Boise, ID

Eugene has been providing financial advice to clients for over 15 years. He became a Certified Financial PlannerTM in 2008. Eugene strives to provide unbiased advice on a broad range of topics including retirement planning, investment strategies, cash management, survivor and chronic care protection, as well as tax and estate planning issues. If you have a question, Eugene will have an answer or will guide you to a solution.

Eugene and his wife live in Boise and have two adult children. When he is not helping his clients Eugene enjoys traveling and spending time in the outdoors of Idaho.

Eugene holds a Bachelors of Science degree from Stanford University in Chemical Engineering. He spent 22 years in manufacturing and research and development at Micron Technology before living the dream: helping clients set their own schedule.

 

Steve Dunne, Financial Advisor

Renaissance Financial Management

Portland, OR

We honor and celebrate diversity as an independent financial fiduciary.

We manage investments for all levels of investors and since we are independent, you don't have to worry about biased advice. We partner with our clients to help them make intelligent and appropriate choices, especially during troubled times. We believe in spending quality time with our clients, so we not only manage your money, but we spend time teaching and providing you financial education that will help you make informed decisions for the entirety of your life. We specialize in investment management, financial planning, estate planning and more.

 

Steve Silver, CFP® CLU, CDFA

Renaissance Financial Management

Portland, OR

Steve has almost 40 years of experience in the financial industry. A graduate of the University of Tennessee, Knoxville School of Business. His diverse background started as a tax auditor for the State of Tennessee and led him to large financial firms. Steve enjoys the personal level of service with Renaissance Financial. Steve also has education and experience in the unique financial planning issues surrounding divorce. He has worked in both collaborative and mediation divorce processes.

Steve has lived in Portland since 2010 with his wife, Tracy and have 3 adult children.

 

Boris Desancic, Financial Advisor

Strategic Wealth Strategies

Seattle, WA

We honor and celebrate diversity as an independeAscent Wealth Strategies is a privately-held wealth management firm, founded with the intent to assist our clients in every aspect of their financial lives. Our focus centers on our clients' vision for their future to create a lasting impact on their wealth potential. Uniquely positioned to offer our clients access to one of the most comprehensive financial product platforms available today, we envision and enhance our clients' goals by designing a customized strategy and creating a life map to achieve and protect their wealth.

Our Mission

To design and implement financial strategies that are process-focused and based on sound financial principles by educating clients to make smart decisions in the accumulation, protection, and enjoyment of wealth, thereby reflecting their values, love of family, and commitment to the community.

 

TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade, Clear Creek Financial Management, and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.

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