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Carter Wintz

Eastern Idaho

Carter Wintz

Financial Advisor

Joshua D. Rose, AIF®, CRC®

Magic Valley & Wood River

Joshua D. Rose, AIF®, CRC®

Senior Financial Advisor

Jennifer Colvin

Magic Valley & Wood River

Jennifer Colvin

Financial Advisor, CRC®

Dee Darrington

Mini-Cassia & Utah

Dee Darrington

Financial Advisor

Jim Ostyn, CFP®

Treasure Valley

Jim Ostyn, CFP®

Senior Financial Advisor

Meet the Investment Team

Get to know our Financial Advisors who are dedicated to guiding you with objective advice and personalized investment solutions.

Putting Clients First

What It Means to Have a Fiduciary Partner

When acting in the capacity as an Investment Advisor representative, we are fiduciary advisors, which means we are obligated to act in our clients’ best interests and understand that your financial journey is unique.

Explore Our Services

Tailored, Not Out-of-the-Box

Your journey is entirely unique. We build custom portfolios around your real-life goals.

Team analyzing financial data charts on a computer screen

Client-First Blueprint

We are legally obligated to put your interests ahead of our own. No hidden agendas.

Man at laptop on phone with family nearby

Local Guidance, Enhanced

Personalized local guidance, enhanced by the robust resources of Cetera Investment Services.

Senior couple smiling while shaking hands with a professional.

Let's Plan Your Future Together.

Connect with a professional to build a customized plan tailored to your business or personal goals.

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