Kalyn is a wife of 13 years, mother, daughter, sister, auntie, cousin and friend for life. Kalyn enjoys many activities in addition to; running, skiing, time spent horseback with her family, friends and faithful dog Max, working cattle, reading and yard work!
Kalyn and her team are committed to tailoring their services to meet each client's unique individual needs and preferences, building lifelong relationships with those they serve in the process. The focus is on helping clients get the most value from their financial resources, allowing them to focus on what is truly important in their own lives.
B.A. from Boise State University
M.S. in Personal Finance & Wealth Management
Series 7: 44877
Series 66: 4/22/2023
Idaho Registered Investment Advisor Firm
Small Business Owner, 14+ years in business
Idaho Education Credential Exp: 08/31/2025
KALYN CHOOSES TO SUPPORT LOCAL ORGANIZATIONS AND EVENTS THAT PROMOTE DYNAMIC HEALTH, LITERACY, THE ARTS, LOCAL CULTURE AND COMMUNITY, such as:
Rush Creek Stampede ~ Every October!
Students of the Weiser, Midvale and Cambridge School Districts
TOP 10 FAVORITE PERSONAL FINANCE BOOKS:
KALYN'S SUPPORT NETWORK
Client Account Custodian & Broker
CUSTODIAN: A third party financial institution that holds customer securities for safekeeping to minimize the risk of theft or loss. A custodian holds securities and other assets in electronic or physical form.
BROKER: A broker executes orders on behalf of clients. This means the entity through which investors hold a brokerage account. It generally means the entity who helps buy and sell securities.