Welcome! I’m Ron Strobel, CFP®, founder of Retire Sensibly LLC. I began my career working as a financial advisor for several large wealth management firms. The focus on commissions, hidden fees, and other unethical behavior left me dismayed and looking for a better alternative. I quit my job shortly after earning my CERTIFIED FINANCIAL PLANNER™ designation and launched Retire Sensibly LLC. I help my clients: 1. Organize their finances 2. Invest intelligently 3. Feel more confident about their retirement plan I serve clients in Boise, Meridian, Caldwell, Nampa, and the surrounding areas. I offer a no-cost, no-obligation introductory appointment that begins with a 15-minute phone call followed by an in-person meeting in which we focus on establishing your family’s goals, values, and attitude toward investing. In my personal life, I enjoy working on home improvement projects, fishing from my kayak, and exploring Idaho’s outdoors.

Lauren Strobel is a financial advisor at Retire Sensibly LLC with a Series 65 designation and two years of industry experience. Prior to joining Retire Sensibly, she worked in engineering and consulting roles at Horrocks Engineers, Shannon & Wilson Inc., and Landau Associates Inc. Retire Sensibly provides investment management and financial planning services to individuals, families, retirees, trusts, high-net-worth clients, and employer plan sponsors. The firm primarily uses a passive investment approach based on Modern Portfolio Theory and offers educational seminars and speaking engagements on financial topics.

Scott Ferguson is a financial advisor with Pacific Value, LLC in Boise, ID, holding the CFA® designation along with Series 63 and Series 65 licenses. He has 23 years of industry experience, including tenures at Pacific Value since 2008 and D.A. Davidson & Co. since 1998. Pacific Value, LLC provides discretionary asset management and investment advice to individuals, families, retirement plans, trusts, and small corporations, using a value-oriented, fundamental analysis approach. The firm employs a range of trading strategies, including the use of derivatives in separately managed accounts, and maintains formal controls around personal trading and cybersecurity.

Mike Mcmillen is the sole advisor at GEM STATE Investment Advisors in Boise, ID, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has led Mcmillen & Company, Inc. since 2006. Mike has an academic teaching background and the firm offers client educational seminars and workshops. GEM STATE Investment Advisors serves individuals, families, corporations, non-profits, plan administrators, and investment committees by providing portfolio management and financial planning tailored through client-specific Investment Policy Statements. The firm follows a Prudent Investor standard with an emphasis on asset allocation, ongoing monitoring, and quarterly reviews, operating as a fee-only fiduciary adviser.

Matthew Wideman is a financial advisor at Accord Capital Management, Ltd. He holds a Series 65 designation and has one year of industry experience. Prior to joining Accord Capital Management, he worked at Pacific Road Capital Management and has a background that includes roles at Boise State University and the U.S. Forest Service McCall Smokejumpers. Accord Capital Management provides discretionary portfolio management to individuals, high net worth clients, families, and business entities. The firm employs both fundamental and technical analysis and utilizes a range of investment strategies, including long-term and active trading approaches, supported by advanced trading tools and institutional resources.

Robert Baker is a financial advisor at Wismar Financial in Nampa, Idaho, with 28 years of industry experience. He holds the CFP® and ChFC® designations and has been with Wismar Financial since 2016. Wismar Financial provides ongoing portfolio management and individualized financial planning to individuals, families, trusts, estates, and small businesses. The firm uses both technical and fundamental analysis to create tailored portfolios and offers discretionary trading, employing strategies that include long-term investing, short-term trading, and selective use of margin, short selling, options, and cryptocurrency exposure.

Marisa Shalz is a financial advisor at Figure 8 Investment Strategies LLC with a Series 65 designation and one year of industry experience. She has held various roles across multiple sectors, including hospitality and education, prior to joining Figure 8. Figure 8 Investment Strategies serves individual and high-net-worth clients, trusts, estates, charitable organizations, and businesses with discretionary investment management and financial planning. The firm’s approach emphasizes sustainable and impact investing, incorporating social and environmental factors into portfolio construction and ongoing management.

Edward Bondy is a financial advisor with Craig Verdi Investments, LLC in Boise, ID, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include work at PlanMember Securities Corporation for three years and self-employment under his own name for two years. He also maintains a minimal insurance sales agent role with Aviara Wealth Advisors. Craig Verdi Investments provides discretionary investment management primarily to individuals and high-net-worth clients, focusing on portfolio construction, asset allocation, and monitoring using computer models and economic research. The firm serves a small number of clients with personalized management and offers diversified portfolios including domestic and international stocks and bonds, mutual funds, ETFs, and alternative investments.

Benjamin Warren is a CFA® charterholder with 18 years of industry experience. He is the sole advisor at Tumwater Wealth Management, LLC, where he has worked since 2019. Prior to that, he was with Rathbone Warwick Investment Management LLC from 2014 to 2018. He serves as a board member for Northwest Christian Credit Union. Tumwater Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and business entities with portfolio management, financial planning, and pension consulting. The firm employs a long-term, buy-and-hold investment approach using modern portfolio theory, fundamental and cyclical analysis, and quantitative models.

Kevin Arrien is a financial advisor with Arrian Investments, Inc. in Boise, ID, holding Series 63 and Series 65 credentials with 33 years of industry experience. He has worked with Arrian Investments since 1998 and Joyce Capital, Inc. since 2006, where he also serves as owner of a loan agency consulting for agricultural businesses. Additionally, he is a licensed notary public and an independent insurance agent. Arrian Investments provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, and businesses. The firm manages approximately $189.4 million in discretionary assets and offers tailored portfolio management combining strategic and tactical asset allocation, with regular account reviews.

Carolyn Parkinson is a Series 65-licensed financial advisor at Pinnacle Portfolio Advisors with one year of industry experience. Prior to joining Pinnacle Portfolio Advisors, she was involved with Twisted Ewe LLC for 14 years. She also serves as finance chair and board member for S-Sixteen LLC, a family-owned investment-related company. Pinnacle Portfolio Advisors is an SEC-registered investment adviser managing discretionary portfolios for individual, high-net-worth, pension, charitable, and corporate clients. The firm follows Modern Portfolio Theory through written investment policies, asset allocation, and periodic rebalancing using mutual funds, ETFs, individual securities, and REITs.

Travis Stright is a CFA® charterholder and holds a Series 65 license with four years of industry experience. He has worked at Figure 8 Investment Strategies LLC since 2021 and previously spent eight years at U.S. Bancorp. Outside of his advisory role, he serves on finance and audit committees for nonprofit organizations including the ACLU of Idaho, Idaho Law Foundation, and Boise Public Schools Foundation. Figure 8 Investment Strategies LLC serves individual and high-net-worth clients, trusts, estates, charitable organizations, and businesses with discretionary investment management and financial planning services. The firm emphasizes sustainable, responsible, and impact investing, integrating social and environmental factors into portfolio construction and monitoring.

Dylan Burks is a financial advisor at Mustard Seed Financial with a Series 65 credential and one year of industry experience. He has served in the U.S. Army with the Department of Defense since 2016. Mustard Seed Financial provides financial planning, investment management, consulting, and estate-planning support to individuals, families, trusts, estates, corporations, and non-profits. The firm manages approximately $109 million in client assets and offers access to both traditional and alternative investments, including Delaware Statutory Trusts and Opportunity Zone investments through its EquiShield 1031 division.

Brian Burks is a financial advisor at Mustard Seed Financial with six years of industry experience. He holds Series 63 and Series 65 licenses and has operated Burks Wealth Management, doing business as Mustard Seed Financial, since 2002. In addition to his advisory role, Burks is an independent life insurance agent licensed in Idaho, providing life insurance services as an extension of his financial planning offerings. Mustard Seed Financial is a state-registered investment adviser serving individuals, families, trusts, estates, foundations, businesses, and non-profits. The firm manages approximately $108.5 million in assets using proprietary, globally diversified allocation models that combine passive and active investments, as well as illiquid and alternative instruments tailored to client objectives.

Matthew Gjevre is a financial advisor at Howe and Rusling, Inc. in Boise, ID. He holds a Series 65 designation and has experience working at Berkeley Inc and Clearwater Analytics. Prior to entering the financial industry, he worked in education at Boise State University and Coeur d'Alene High School. Howe and Rusling primarily serves individual and high-net-worth clients, as well as institutional clients such as insurance companies and pension plans. The firm utilizes a combination of top-down macroeconomic forecasting and bottom-up fundamental research to manage discretionary portfolios focused on large-cap equity and intermediate fixed-income strategies, alongside offering planning and tax-preparation services.

Mark Blaser is a Series 65-registered advisor with Doceo Wealth, LLC in Meridian, Idaho, where he has worked since 2020. He has a total of five years of industry experience, including prior roles at Altruist Advisors, LLC and SeaQuest, as well as a four-year tenure at Boise State University. Doceo Wealth provides investment advisory and financial planning services primarily to individuals, trustees, and business retirement plans, with a distinctive approach that combines actively managed liquid portfolios, third-party separately managed accounts, and bespoke allocations including illiquid direct participation programs.

Bradly Wilfong is a financial advisor at BR Wealth Management in Boise, ID, with 14 years of industry experience. He has held Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors Financial Network, LLC for seven years. Wilfong is also licensed as an insurance agent. BR Wealth Management provides investment advisory and financial planning services to individuals, trusts, pension plans, charitable organizations, partnerships, and businesses. The firm emphasizes tailored strategies using model portfolios, third-party money managers, and automated platforms to support long-term investment goals.

Bruce Reeder is a financial advisor at Mountain Pacific Investment Advisers, LLC in Boise, ID, with 25 years of industry experience. He has been with Mountain Pacific since 1999. Mountain Pacific serves individual and high-net-worth clients as well as institutional accounts, including pensions, profit-sharing plans, corporations, charitable organizations, and foundations. The firm provides discretionary investment management, financial planning, and periodic advice, using a bottom-up fundamental analysis and a growth-at-a-reasonable-price approach to equity selection, while favoring broad-based index mutual funds and ETFs for pooled vehicles.

Rebekah Adams is a financial advisor at Perspective Wealth Partners, LLC in Boise, ID, with four years of industry experience. She holds a Series 65 designation and previously worked at Johnson, Glaze & Co., PC and JGC Wealth Management LLC. Perspective Wealth Partners serves individuals, including high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm provides investment management, financial and advanced planning, and employee stock option planning, using a written Investment Policy Statement and a structured indexing-oriented approach that includes diversified asset allocation and fundamental analysis.

Johann Simpson is an advisor at Aspen Capital Management, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Digestive Health Clinic LLC, Apex Leaders LLC, Visit Pay, and Boise State University. Outside of financial advising, he serves as a part-time bookkeeper for a water rights law practice. Aspen Capital Management serves individuals, families, trusts, estates, and small businesses with fee-only financial planning and investment management. The firm manages over $1.3 billion in client assets and employs a strategic asset allocation approach using global equities, REITs, multi-sector bond funds, and primarily no-load mutual funds and ETFs.