Guy Schoenborn Jr.

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 is a financial advisor with Asset & Retirement Management in Rigby, ID, holding a Series 63 credential and over 42 years of industry experience. He has worked at his current firm since 2005 and previously at Independent Financial Group from 2011 to 2016. In addition to his advisory work, Norton owns and operates an accounting and tax preparation business. Asset & Retirement Management serves retail clients, including individuals, trusts, and retirement accounts, providing discretionary portfolio management and financial planning. The firm primarily uses a third-party turnkey asset management platform alongside mutual fund and annuity programs, tailoring diversified portfolios based on client risk tolerance.

Benjamin Fuhriman is a CFP® professional with seven years of experience in financial advising. He is the principal advisor at Teton Crest Wealth Planning in Idaho Falls, ID. Prior to founding his firm, he worked at Arbor Point Advisors, Securities America, KMS Financial Services, and Cetera Advisors. Outside of his advisory work, Fuhriman serves as a Precinct Committeeman in Bingham County and is a candidate for the Idaho State House of Representatives. Teton Crest Wealth Planning serves individuals, trusts, and business entities with portfolio management and comprehensive financial planning tailored to client goals and risk tolerance. The firm uses fundamental analysis, quarterly reviews, and an external advisory committee to guide investment decisions, and provides technology-enabled reporting alongside a CFP-aligned financial planning process.

Christian Moon is a CFP® and CFA® with 10 years of industry experience. He is currently an advisor at Snake River Investment Counsel LLC, where he has worked since 2017 through the firm’s prior iterations. His career includes roles at Onyx Financial Advisors, Sanctuary Wealth, Kalos Capital, and MRA Associates. Snake River Investment Counsel LLC provides investment advisory and financial planning services to individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm combines asset allocation and modern portfolio theory with a small-team approach, managing approximately $49 million for around 122 clients and offering specialized ERISA fiduciary services for retirement plans.

Aaron Freeman is a CFP® with one year of industry experience, currently serving at Snake River Investment Counsel LLC. He has held roles at several firms including KFG, LLC, Kahler Financial Group, Inc., and Perspective Wealth Partners. Outside of his advisory work, he is involved with Consumer Direct, an organization that supports older adults and individuals with disabilities to maintain independence in their homes and communities. Snake River Investment Counsel LLC provides investment advisory and financial planning services to individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm manages approximately $49 million for about 122 clients, employing an investment approach based on asset allocation and modern portfolio theory, and offers specialized fiduciary services for retirement plans.

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 roles include positions at American United Life and OneAmerica Securities. Outside of advising, he owns and operates several businesses related to agriculture, livestock, residential real estate development, and hospitality. Integrity Financial Group provides discretionary portfolio management and financial planning services to individuals, including high net worth clients, as well as business entities. The firm primarily allocates client portfolios among third-party money managers and model portfolios, managing accounts on a discretionary basis through the AssetMark platform.