Live Well. Finish Well.

We help families in Tetonia, Idaho, and the surrounding areas develop a values-aligned approach to planning, investments, and stewardship.

Tetonia, ID

1169 W 6500N
Tetonia, ID 83452

(208) 456-2089


Mark Tevebaugh

Senior Lead Advisor


Cole Pearson

VP, Investment Solutions

Nathan Willis

Director of Portfolio Strategy

John Siverling

Director of Private Markets &
Impact Advocacy

Will Sorrell

Director of
Values-Based Investing

Tom Mueth

Director of Advisor Engagement

Rob Riley

Investment Analyst


Rob Grubb

Founding Member

Charlie Watkins

Chief Financial Officer

TJ Claud

Chief Compliance Officer

Brian Church

Chief Growth Officer

Matthew Moses

VP, Operational Consulting

Wade Johnson

Director, Transition
and Operations

Jennifer Rogers

Director of Advisor Operations

Samantha Vance

Director of Marketing