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Suzanne Marie Nealgarner

Advisor at Advanced Tax and Financial Services, Inc. — Kuna, ID

Updated today

Credentials

Series 63, Series 65

Experience

23 years

Location

Kuna, ID

Advanced Tax and Financial Services, Inc.

Team

Total advisors

1

Clients per advisor

29 Very Low

Avg AUM per client

$19,918,171 Very High

HNW client ratio

0% Very Low

About

Suzanne Nealgarner is a financial advisor with Advanced Tax and Financial Services, Inc. in Kuna, Idaho, holding Series 63 and Series 65 licenses with 23 years of industry experience. She has been with Advanced Tax and Financial Services since 2003 and serves as its president, providing tax consulting and income tax preparation services alongside her advisory role. Advanced Tax and Financial Services, Inc. manages approximately $577.6 million across 29 individual and high-net-worth client accounts, focusing on discretionary portfolio management. The firm operates as a solo practice emphasizing investment management rather than standalone financial planning.

Client services

Based on Advanced Tax and Financial Services, Inc.

Portfolio management

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Fee options

Percentage

Location

Kuna, ID

Kuna ID

Advisors at this office

1

Most active in

Washington

Work history

23 years of industry experience

Advanced Tax and Financial Services, Inc.

2018 - Present • 8 years

Kuna, ID

Advanced Tax and Financial Services, Inc.

2003 - 2018 • 15 years

Snoqualmie, WA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Brennain V

Series 65

Boise, ID

XYPN Sapphire

Focused on creating an organization that could provide comprehensive and integrated investment management, financial, tax and estate planning, and business advisory services. Today, Hoeven Wealth has a comprehensive network of partners to ensure continuity and consistency across your financial life. Though originally from the Netherlands, Brennain is nearly a lifelong native of the Northwest. He completed his undergraduate degrees in Accounting and Business Administration at University of Washington and postgraduate in Financial Strategy at University of Oxford, graduating with Distinction.

Wealth management Liquidity event planning Business ownership considerations Business exit / sale strategy Business succession planning Engineering Professional Established Professionals Mid-Career Professionals
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Richard B

CFP®, Series 65

Boise, ID

Table Rock Financial Planning

Richard Boss is a CFP® professional with 11 years of experience in financial advising, currently operating as the sole advisor at Table Rock Financial Planning in Boise, ID. He has been with Table Rock since 2009. Table Rock Financial Planning is an independent firm serving individuals, trusts, estates, pension plans, and businesses with fee-only financial planning, investment consultation, and discretionary investment supervisory services. The firm manages approximately $35.3 million in client assets, emphasizing a diversified, research-based investment approach that incorporates low-cost index funds and ETFs with a value tilt and selective active strategies.

General retirement planning College savings (529s, UTMA, etc.) Charitable giving & philanthropy General tax planning Passive / index investing
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Gustavo G

Series 63, Series 65

Boise, ID

Integrated Financial Management, LLC

Gustavo Gonzalez is a financial advisor with Integrated Financial Management, LLC in Boise, ID, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. His prior work includes roles at Capital Asset Management, LLC, First Allied Advisory Services, INC., and Pinnacle Benefit Consultants, LLC. Outside of advising, he serves as a board member for the Idaho Inferno Soccer Club and provides notary and paralegal services. Integrated Financial Management, LLC offers financial planning and advisory services primarily to individuals and high-net-worth clients, utilizing third-party managed account platforms to implement multi-manager investment allocations. The firm focuses on manager selection and oversight rather than direct portfolio management, with regular client reporting and reviews.

General retirement planning College savings (529s, UTMA, etc.)
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Mathew E

Series 65

Boise, ID

Koinos Financial

Mathew Eardley is a financial advisor at Koinos Financial with a Series 65 credential and one year of industry experience. His prior work includes roles at First Presbyterian Church, Foundant Technologies, and a decade at Jitasa. Koinos Financial provides wealth management and investment advisory services to individuals, high-net-worth clients, small businesses, and charitable organizations. The firm employs an asset-allocation driven investment approach combining passive and active strategies and offers fee-only services including ongoing investment management, standalone financial planning, and public educational seminars.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Young Professionals
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Jeremy O

Series 65

Boise, ID

JCO Advisors LLC

Jeremy Ouchley is the principal of JCO Advisors LLC in Boise, Idaho, holding a Series 65 designation with two years of industry experience. Prior to founding JCO Advisors, he worked at AmerisourceBergen Corp. for seven years and currently owns and operates Ouchley Law PLLC, a law firm providing legal services primarily to business clients. JCO Advisors LLC offers holistic financial planning, discretionary investment management, retirement plan consulting, and business consulting to a diverse client base including individuals, families, trusts, charitable organizations, and corporations. The firm employs a disciplined, long-term asset allocation strategy focused on no-load mutual funds and ETFs, integrating planning with investment oversight and offering both ongoing and project-based services.

Retirement withdrawal strategies College savings (529s, UTMA, etc.) Attorney Founder/Business Owner Established Professionals
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Collin T

CFP®, Series 65

Boise, ID

Arc Advisers LLC

Collin Todd is a CFP® and holds a Series 65 license with 15 years of industry experience. He has worked at Arc Advisers LLC since 2020 and previously at First Affirmative Financial Network, LLC and New Outlook Financial, LLC. Arc Advisers LLC is an independent, fee-only firm serving individuals, trusts, retirement accounts, foundations, and small businesses. The firm emphasizes sustainable and responsible investing, tailoring strategies to clients’ values while providing comprehensive financial planning and ongoing portfolio management without taking custody of assets.

ESG / Sustainable investing Tax-loss harvesting Charitable giving tax strategies General estate planning guidance Wealth management
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