Dalton Michael Richards

In a world filled with endless financial choices, we guide you in distinguishing between what's merely good and what's genuinely the best for your family's future. Our approach is anchored in values-based planning, a strategy that goes beyond mere numbers to incorporate your core beliefs and life goals. This methodology ensures that your financial decisions not only bring stability but also resonate with what you hold dear. Why settle for good when you can aim for the best? Let's simplify the complexities and focus on what truly matters for your family's journey toward financial freedom and lasting prosperity.

Dale Norton Jr. is the sole advisor at Asset & Retirement Management in Rigby, ID, with 43 years of industry experience. He holds a Series 63 designation and has been with Asset & Retirement Management since 2005, following five years at Independent Financial Group. Additionally, he owns an accounting and tax preparation business that he operates alongside his advisory work. Asset & Retirement Management serves retail clients, managing individual accounts, trusts, retirement plans, and business accounts through discretionary portfolio management and financial planning. The firm primarily implements client portfolios via a third-party turnkey asset management platform, complemented by select use of Guggenheim mutual funds and Prudential annuity programs.

Benjamin Fuhriman is a Certified Financial Planner® with eight years of industry experience, currently operating as the sole advisor at Teton Crest Wealth Planning in Idaho Falls, Idaho. He has previously worked at Arbor Point Advisors, Securities America, KMS Financial Services, and Cetera Advisors. Outside of financial advising, Fuhriman serves as a precinct committeeman in Bingham County and is a candidate for the Idaho State House of Representatives. Teton Crest Wealth Planning provides portfolio management and comprehensive financial planning services primarily to individuals, trusts, and business entities. The firm’s approach includes fundamental analysis, quarterly reviews, and client reporting enabled by technology, with discretion offered in investment management and a planning process aligned with CFP® standards.

Christian Moon is a CFP® and CFA® with 10 years of experience in financial advisory. He is currently at Snake River Investment Counsel LLC, where he has worked since 2017 through its predecessor entities. His previous roles include positions at Onyx Financial Advisors, Sanctuary Wealth, Kalos Capital, and MRA Associates. Snake River Investment Counsel provides advisory services to individuals, trusts, estates, business entities, charitable organizations, and retirement plans. The firm employs an asset allocation approach based on modern portfolio theory, utilizing mutual funds and ETFs, and offers discretionary management, financial planning, and consulting services.

Aaron Freeman is a CFP® with two years of industry experience, currently serving as an advisor at Snake River Investment Counsel LLC. He previously worked with KFG, LLC, Kahler Financial Group, Inc., and Perspective Wealth Partners, among other roles. Outside of his advisory work, Freeman is involved with Consumer Direct, providing services to older adults and individuals with disabilities to help maintain their independence. Snake River Investment Counsel offers advisory services to individuals, trusts, estates, business entities, charitable organizations, and pension plans. The firm emphasizes an asset allocation approach aligned with modern portfolio theory, utilizing mutual funds and ETFs, and provides both discretionary and non-discretionary investment management alongside comprehensive financial planning services.

Ryan Coiner is a financial advisor with Integrity Financial Group in Idaho Falls, ID, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior work includes roles at American United Life and OneAmerica Securities. Outside of advising, he owns and operates Coiner Land & Livestock, LLC, an agriculture and livestock business, as well as a motel in Chama, NM. Integrity Financial Group serves individuals, including high-net-worth clients, and business entities by providing discretionary portfolio management, financial planning, and access to various investment solutions. The firm employs a multi-method investment approach and manages approximately $33 million in discretionary assets through a small advisory team.