Mark Blaser is a financial advisor at Doceo Wealth, LLC in Meridian, Idaho, with six years of industry experience. He holds a Series 65 designation and has worked at Doceo Wealth since 2020. His prior roles include positions at Altruist Advisors, SeaQuest, and Boise State University. Doceo Wealth provides investment advisory and financial planning services primarily to individuals, trustees, and business retirement plans. The firm combines actively managed liquid portfolios with illiquid direct participation programs and third-party separately managed accounts, employing a mix of fundamental, technical, and cyclical analysis in its investment approach.

Reuben Mason is a CFP® with 18 years of experience in the financial services industry. He is currently with Doceo Wealth, LLC, where he also serves as an insurance broker through Doceo Life, LLC. Prior to joining Doceo Wealth, he held roles at MML Investors Services LLC, MassMutual Life Insurance Company, Desert Rose Capital Management, and Beacon Rock Investment Advisors. Outside of his advisory work, Mason is an author who sells books on Kindle and Amazon. Doceo Wealth provides investment advisory and financial planning services primarily to individuals, trustees, and business retirement plans. The firm’s investment approach blends actively managed liquid portfolios, third-party separately managed account strategies, and customized “Household Endowment” allocations combining liquid securities with illiquid direct participation programs.

Richard Durham is a financial advisor with Doceo Wealth, LLC in Meridian, Idaho, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Doceo Wealth since 2020 and previously held roles at Legacy Wealth Management and Northwestern Mutual. Outside of advisory duties, Durham provides consulting and due diligence services through Doceo Capital, LLC and is an insurance broker and owner of Doceo Life, LLC. Doceo Wealth provides investment advisory and financial planning services primarily to individuals, trustees, and business retirement plans, combining actively managed liquid portfolios with illiquid direct participation programs. The firm employs a multi-strategy approach including fundamental, technical, and cyclical analysis, and manages a range of investment vehicles including third-party separately managed accounts.

Travis Higgins is a financial advisor with Doceo Wealth, LLC in Meridian, ID, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Doceo Wealth since 2020 and is involved in consulting through Doceo Capital, LLC, providing due diligence services to family offices and sponsors. Additionally, he is a licensed insurance agent offering life insurance products. Doceo Wealth serves individuals, high-net-worth clients, trustees, and business retirement plans, specializing in discretionary portfolio management, financial planning, and consulting on qualified plan investments. The firm’s approach integrates actively managed liquid portfolios, third-party separately managed accounts, and illiquid direct participation programs, using fundamental, technical, and cyclical analysis with quarterly portfolio reviews.

David Johan is a financial advisor with Doceo Wealth, LLC, holding a Series 65 designation and 13 years of industry experience. He has held roles at several firms including Legacy Wealth Management and Desert Rose Capital Management. Outside of advisory work, he is a managing partner at Doceo Capital, LLC, which provides consulting and due diligence services to family offices and sponsors. Doceo Wealth serves individuals, high-net-worth clients, trustees, and businesses with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs a combination of actively managed model portfolios, quantitative overlays, and fundamental analysis to set tactical asset allocations and also offers specialized services such as 1031 exchange consulting.

Julie Cassatt Olsen is a financial advisor at Doceo Wealth, LLC with 18 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Doceo Wealth since 2020. Her prior experience includes roles at Altruist Advisors Group and Legacy Wealth Management. Outside of her advisory work, she is a licensed beauty consultant with Mary Kay Cosmetics. Doceo Wealth provides investment advisory and financial planning services to individuals, trustees, and business retirement plans. The firm combines actively managed liquid portfolios with third-party separately managed accounts and illiquid direct participation programs, using fundamental, technical, and cyclical analysis to manage and rebalance client portfolios.