Aspen Capital Management, LLC

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.

Lavea Thomas is a CFP®-designated financial advisor with Aspen Capital Management, LLC, bringing 20 years of industry experience. She has worked with firms including Legacy Wealth Management, Waypoint Direct Investments, Megatel Capital Investment, and Emerson Equity. Outside of her advisory role, she is involved with TNT Enterprises, LLC, a real estate management company primarily managed by her husband. Aspen Capital Management serves individuals, families, trusts, estates, and small businesses with fee-only financial planning and investment management focused on strategic asset allocation using global equity, REITs, and multi-sector bond funds. The firm manages over $1.3 billion in client assets and provides tailored investment policy statements along with regular portfolio reviews and reporting.

Nathan Burman is a Series 65-credentialed advisor with Aspen Capital Management, LLC in Boise, ID, where he has worked since 2022. He has three years of industry experience, following a decade in full-time education. Aspen Capital Management provides fee-only financial planning and investment management primarily to individuals and families, offering services such as asset management, retirement and education planning, and investment tax guidance. The firm manages approximately $1.1 billion with a focus on strategic asset allocation including global equities, REITs, and multi-sector bond funds.

Michael Keller is a financial advisor at Aspen Capital Management, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at the College of Western Idaho, Boise State University, Arizona State University, and the University of Washington. Outside of advising, he owns a vending machine business in Boise, Idaho. Aspen Capital Management serves individuals, families, trusts, estates, and small businesses with fee-only financial planning and discretionary and non-discretionary investment management. The firm emphasizes strategic asset allocation using global equity, REITs, multi-sector bond funds, and predominately no-load mutual funds and ETFs, while providing tailored investment policy statements and periodic portfolio reviews.

Trevor Hotmer is a financial advisor at Aspen Capital Management, LLC in Boise, ID, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Boise State University, Golf Galaxy, Western Express Lending, and Domino's. Aspen Capital Management provides personalized, fee-only financial planning and investment management primarily to individuals and families. The firm manages approximately $1.1 billion on a discretionary basis, focusing on strategic asset allocation with global equity, REITs, and multi-sector bond funds, and utilizes no-load mutual funds and ETFs.

Scott Warner is a financial advisor at Aspen Capital Management, LLC in Boise, ID. He holds a Series 65 designation and has one year of industry experience. His prior work history includes roles at Boise State University, Korn Ferry, Sonoma State University, and service in the United States Marine Corps. Outside of his advisory work, he is a general partner in the Warner Family Partnership, an investment-related business. Aspen Capital Management provides personalized, fee-only financial planning and investment management primarily to individuals and families. The firm manages approximately $1.1 billion on a discretionary basis, employing strategic asset allocation with a focus on global equity, REITs, and multi-sector bond funds.

Rachel Lysne is a financial advisor at Aspen Capital Management, LLC in Boise, ID, with eight years of industry experience. She holds a Series 65 credential and has been with Aspen Capital Management since 2018, with a brief period of extended travel and work in publishing prior to that. Aspen Capital Management serves individuals, families, trusts, estates, and small businesses with fee-only financial planning and discretionary and non-discretionary investment management. The firm manages over $1.3 billion in client assets, emphasizing strategic asset allocation with global equity and REIT exposure, multi-sector bond funds, and predominantly no-load mutual funds and ETFs.

Maranda Barnhart is a financial advisor at Aspen Capital Management, LLC in Boise, ID. She holds a Series 65 credential and has one year of industry experience. Her prior work includes roles in education at the College of Western Idaho and other positions before joining Aspen Capital Management. Aspen Capital Management provides personalized, fee-only financial planning and investment management primarily to individuals and families. The firm manages approximately $1.1 billion using strategic asset allocation focused on global equities, REITs, and multi-sector bond funds, employing no-load mutual funds and ETFs.

Taj Pereira is a CFP® with three years of industry experience currently at Aspen Capital Management, LLC. He previously worked at Fidelity Investments and has a varied background including roles with the SWOG Cancer Research Network and Southern Utah University. Aspen Capital Management serves individuals, families, trusts, estates, and small businesses with fee-only financial planning and investment management. The firm focuses on strategic asset allocation using global equity, REITs, multi-sector bond funds, and primarily no-load mutual funds and ETFs, and manages over $1.3 billion in client assets.

Mike Mers is a financial advisor at Aspen Capital Management, LLC in Boise, ID, holding a Series 65 designation with 21 years of industry experience. He has been with Aspen Capital Management since 2002. Aspen Capital Management serves individuals, families, trusts, estates, and small businesses with fee-only financial planning and discretionary and non-discretionary investment management. The firm manages over $1.3 billion in client assets and focuses on strategic asset allocation using global equity, REITs, multi-sector bond funds, and predominantly no-load mutual funds and ETFs.