Team

Our founder Daniel McPherson saw the conflicts of interest associated with many of the national financial companies and decided he would take the harder path and establish an independent firm. This means our only boss is you. There is not a group of executives in tailored suites at the top of a high-rise building in a large city making decisions about how to increase profits or reduce the services to save costs. We have no preferred investment firms that covertly establish revenue sharing agreements that increases the cost to you and sends your advisor on vacation. As an independent, the only person telling us what you need is you.

Trust is earned, not given. This is why our focus has always been on doing the best job for our current clients. If they feel we are the right team to serve them through their life, they will feel we are the right place for their friends, family and coworkers. This focus has been the heart of our business and key to our success.

    The several licenses and certificates we proudly hold, require our commitment to act as fiduciaries. Our own continued education and endless effort to stay apprised of current academic research, means our advice to you will consist of the best information available while having your best interests in mind. We only succeed when you do and this focus will ensure we are the financial companion you need to provide the financial care that will keep you financially healthy throughout your life.


    Daniel McPherson

    CERTIFIED FINANCIAL PLANNER™ | ChFC® | Board Certified Estate Planner

    208-528-7922

    Dan’s passion is helping families and individuals reach their personal goals and manage their financial wealth. While growing up in a small farming and mining community in Southern Utah,  he learned the value of hard work.

     

     

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    Russell Slack

    CERTIFIED FINANCIAL PLANNER™

    208-528-7922

    208-528-0053

    russ@swcadvisors.net

    Russell Slack grew up in the small tourist communities of Southern Utah. He grew up learning how to work hard on a farm from a military father who settled his own career as an educator. Russell’s small-town roots gave him an...

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    Lou Ann Neel

    Director of Client Appreciation

    208-528-7922

    208-528-0053

    louann@swcadvisors.net

    Lou Ann has an extensive background in retail management and has a true passion for people as well as an exceptional understanding of the importance of providing outstanding service......

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    Tobi Dugan

    Executive Assistant, FPQP

    208-528-7922

    208-528-0053

    tobi@swcadvisors.net

    Tobi is a long-time resident of Idaho Falls and is very familiar with the beauty in nature and unique challenges of the area. Tobi attended Idaho State University to obtain degrees in sociology, psychology, and criminal justice. In...

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