Magic Valley/Wood River
Joshua D. Rose, AIF®, CRC®
Financial Advisor
Magic Valley & Wood River
906 Blue Lakes Blvd N
Twin Falls, ID, 83301
Office: (208) 933-2200
Text: (208) 435-8555
Fax: (208) 933-2244
Toll Free: (800) 640-0894
Joshua D. Rose was raised in Burley, Idaho, and has lived in Twin Falls since 2002. He started his financial career over 20 years ago as a bank teller and loan officer. Josh’s free time activities include basketball, water sports, and most importantly, spending time with his family. The most enjoyable aspect of Josh’s career is the genuine relationships that have been created with his clients over the years. Joshua D. Rose is a current holder of the Accredited Investment Fiduciary® Designation, AIF®.
The purpose of the AIF® Designation is to ensure that those responsible for managing or advising on investor assets have a fundamental understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibility.
Fi360 is accredited by the American National Standards Institute (ANSI) for the AIF® Designation.
The Certified Retirement Counselor® (CRC®) program is unique in that certificates must demonstrate knowledge and an understanding of not only retirement planning accumulation and distribution concepts, but also how to provide counseling based on behavior finance tendencies, different communication styles and gender/generational considerations.
Jennifer Colvin
Financial Advisor CRC®
Magic Valley & Wood River
906 Blue Lakes Blvd N
Twin Falls, ID, 83301
Office: (208) 933-2200
Text: (208) 644-8725
Fax: (208) 933-2244
Toll Free: (800) 640-0894
Jennifer Colvin was raised in northern California and has lived in the Magic Valley since 2005. She has been in the financial industry for over 19 years with a variety of experience from teller, personal banker, branch manager, premier banker and now as a Financial Advisor. She has also been an accredited Certified Retirement Counselor since 2023. In her free time Jennifer enjoys many outdoor activities with her husband and 2 daughters including hunting, camping, and jeeping. Jennifer’s favorite part of her role as a Financial Advisor is building a long-term relationship and helping find solutions to her clients financial goals and dreams.
The Certified Retirement Counselor® (CRC®) program is unique in that certificates must demonstrate knowledge and an understanding of not only retirement planning accumulation and distribution concepts, but also how to provide counseling based on behavior finance tendencies, different communication styles and gender/generational considerations.
Mini-Cassia, Eastern Idaho, & Utah
Dee Darrington
Financial Advisor
Mini-Cassia, Eastern Idaho, & Utah
397 N Overland Ave
Burley, ID, 83318
Office: (208) 678-9076
Text:(208) 877-4748
Fax: (208) 678-9093
Cell: (208) 312-2584
Dee Darrington was born and raised in Southern Idaho and has worked in financial services for 30 years. Dee obtained a MBA from Idaho State University in 1995 and a BS in Agricultural Economics from Utah State University in 1992. Dee has an extensive background in agriculture, agri-business and retirement planning. He gets great satisfaction in finding creative solutions for his clients’ financial needs in a rapidly changing economy. His hobbies are outdoor activities including hunting, fishing and winter sports.
Treasure Valley
Jim Ostyn, CFP®
Financial Advisor
Treasure Valley
2560 E Fairview Ave
Meridian, ID, 83642
Office: (208) 895-8320
Text: (208) 435-8989
Fax: (208) 895-8345
Cell: (208) 859-7365
Jim helps you navigate from a lifetime of earning and savings to living in retirement with confidence. Jim provides clarity and direction with open conversation for pre-retirees, business owners/sellers, and those enjoying retirement as they pursue their financial goals and dreams. Using his experience of over 25 years and dedication to ongoing education, he provides guidance with a comprehensive approach to wealth management.
“I am a lifelong resident of the Treasure Valley and enjoy time outside by participating in competitive trailering and occasionally fishing. I am a car enthusiast that can still be spotted at car shows, As a new member of the grandparent society, I am working toward my certification!”
Jim Ostyn has received the Certified Financial Planner designation, CFP®. The CFP® marks identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold the CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
Securities and Insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investment Adviser Representatives only offer advisory services. Investments are:
- Not FDIC/NCUSIF insured
- May lose value
- Not financial institution guaranteed
- Not a deposit
- Not insured by any federal government agency
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This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com
The information on this website is for U.S. residents only and does not constitute an offer to sell or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
Investment Adviser Representatives may only offer advisory services in connection with an appropriate Cetera Advisory Services Agreement and disclosure brochure as provided.
Getting to Know Your Advisor
We are all about relationships and want you to feel comfortable working with us so we encourage our clients to ask questions. Services provided by D.L. Evans Investment Services
- What services do you provide?
- What can I expect from you?
- How often will we meet?
- When will you contact me?
- How are you compensated?
- How often do we review my portfolio and its performance?
- How often do we review the progress toward achieving my goals?
When to Contact Your Advisor
Personal or life changes, such as:
- Marriage
- Divorce
- Birth or death in the family
- Lawsuit
- Inheritance
- Significant debt repayment that may free up cash
- Work-related bonus or stock options
- Buying or selling a primary residence, vacation, or rental property
Business changes:
- Purchase or sale of a business
- Other business related or large-flow expense
Estate planning concerns:
- Long-term care
- Asset transfer
- Generational planning
- Estate taxes
- Charitable giving
- Business succession
