Martin Tadman is a financial advisor with Tadman Financial in Boise, ID, holding Series 63 and Series 66 credentials. He has 17 years of industry experience, including roles at Cambridge Investment Research, Securities America, and Cooper McManus. Tadman is also an independent insurance agent for various companies. Tadman Financial is a state-registered investment adviser that provides ongoing portfolio management and financial planning services to entities such as foundations, trusts, estates, corporations, and nonprofit organizations. The firm’s investment process incorporates fundamental, technical, cyclical, and economic analysis and includes strategic asset allocation, trading, and third-party subadvisors.

Jacob Davelaar is a Series 65-licensed financial advisor at Tadman Financial with two years of industry experience. He previously worked at Cooper McManus and Legacy Wealth Management, and spent eight years with Younglife. Tadman Financial provides portfolio management and financial planning services primarily to foundations, trusts, estates, corporations, and nonprofit organizations. The firm uses a range of investment analyses and strategies and offers financial planning services that include cash-flow education and access to insurance consulting through third parties.