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® with 20 years of industry experience. She is currently with Aspen Capital Management, LLC, where she has worked since 2021. Her prior roles include positions at Legacy Wealth Management, LLC, Waypoint Direct Investments, LLC, Megatel Capital Investment, and Emerson Equity LLC. Aspen Capital Management serves individuals, families, trusts, estates, and small businesses with fee-only financial planning and both discretionary and non-discretionary investment management. The firm focuses on strategic asset allocation using global equity and REIT exposure, multi-sector bond funds, and primarily no-load mutual funds and ETFs, providing clients with tailored investment policy statements and periodic performance 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 in Boise, ID, holding a Series 65 designation. He has experience working in higher education from 2012 to 2025 and has been with Aspen Capital Management since 2025. Outside of finance, he owns and operates a vending machine business in Boise. Aspen Capital Management provides fee-only financial planning and investment management services primarily to individuals and families, along with trusts, estates, small businesses, and nonprofits. 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.

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 seven years of industry experience. She holds a Series 65 designation and has been with Aspen Capital Management since 2018, except for a one-year period of extended travel and a prior role at Elevate Publishing. 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, focusing on strategic asset allocation using global equity, REIT exposure, multi-sector bond funds, and primarily 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.