Strategic Wealth Concepts - Idaho Falls, ID

Call Us: 208-528-7922

 

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situations.

 

Daniel McPherson

CERTIFIED FINANCIAL PLANNERâ„¢ | 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 PLANNERâ„¢

208-528-7922

208-528-0053

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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Tobi Dugan

Executive Assistant

208-528-7922

208-528-0053

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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Lou Ann Neel

Director of Client Appreciation

208-528-7922

208-528-0053

Lou Ann is our Director of Client Appreciation. She 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 for our...

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