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Chelsie S

CFP®, Series 65

Boise, ID

Mariner

Chelsie Stilson is a CFP® and Series 65 credentialed financial advisor with 12 years of industry experience. She has worked at Mariner Wealth Advisors since 2024 and previously spent 11 years at Mountain Pacific Investment Advisers. Mariner serves a diverse client base including individuals, high-net-worth households, pension plans, trusts, and corporations, providing investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm implements customized discretionary portfolios supported by an internal investment team and third-party managers, and offers integrated tax and accounting services along with employer financial wellness solutions.

Private / alternative investments Options & derivatives strategies Concentrated stock management Annuities Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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