Magic Valley/Wood River
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 Accredited Investment Fiduciary® (AIF®) Designation is a professional certification that demonstrates an advisor or other person serving as an investment fiduciary has met specific requirements to earn and maintain the credential.
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.
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 16 years with a variety of experience from teller, personal banker, branch manager, premier banker and now as a Financial Advisor. 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.
Mini-Cassia, Eastern Idaho, & Utah
Dee Darrington was born and raised in Southern Idaho and has worked in financial services since 1994. He serves in many capacities in community service including Burley Kiwanis, Boy Scouts of America and many elementary and secondary school groups. Dee obtained a MBA from Idaho State University in 1995 and a BS in Agricultural Economics from Utah State University in 1992. His hobbies are outdoor activities including hunting, fishing and winter sports. Dee enjoys finding creative solutions for his clients’ financial needs.
Jim Ostyn was raised and educated in the Treasure Valley and has been helping clients pursue their financial goals for the past 20 years. This experience and ongoing education allows him to serve everyone from individuals to foundations. His holistic approach to wealth management is based on a personal commitment to providing guidance and direction of your retirement goals and dreams.
Jim Ostyn has received the Certified Financial Planner designation, CFP®. The CFP® marks identify 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.
Jim has been with D.L. Evans Investment Services serving the Treasure Valley since 2006.
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
Check the background of this investment professional on FINRA's BrokerCheck.
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
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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:
- Birth or death in the family
- Significant debt repayment that may free up cash
- Work-related bonus or stock options
- Buying or selling a primary residence, vacation, or rental property
- 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