Carson Daugherty

Carson was born and raised in Idaho and is passionate about helping individuals and families navigate their financial journeys. He graduated from Rigby High School and pursued his education at the University of Oregon and BYU-Idaho, earning a degree in Business Finance with a minor in Financial Planning. Carson is a registered Investment Advisor Representative, having passed the Series 65 exam, and he also holds the Psychology of Financial Planning Specialist designation. He is actively working toward obtaining his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and finds great fulfillment in helping clients develop clear, personalized strategies to achieve their financial goals.

Outside of work, Carson enjoys spending time with his family as well as serving others and giving back to his community, especially through his volunteer work as a football coach. Carson is an avid college football fan (Go Ducks!) and has a unique passion for sharks. He also spent two years living in Madagascar, an experience that deepened his appreciation for service and culture. His curiosity, enthusiasm, and desire to make a difference are a big part of what drives him every day.