Berkeley, Inc.

Jon Hendrickson is a financial advisor at Berkeley, Inc. in Boise, Idaho, holding Series 63 and Series 65 designations with 22 years of industry experience. He has been with Berkeley, Inc. since 2004. Berkeley, Inc. provides personalized financial planning and discretionary investment management to individuals, including high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a tactical asset-allocation approach blending passively managed index funds and ETFs with selectively chosen active funds and individual securities for larger accounts, managing over $570 million in discretionary assets with a compact advisory team.

Paul White is a CFA® charterholder and holds a Series 65 license, with 25 years of experience in the financial industry. He has been with Berkeley, Inc. since 2003, where he is part of a four-advisor team based in Boise, Idaho. Berkeley, Inc. offers personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a tactical asset-allocation approach combining passive index funds and ETFs with selective active funds and individual securities, managing over $570 million in discretionary assets while employing AI tools and offering alternative investments to qualified clients.

Megan Parrish is a CFP® professional with two years of industry experience, currently serving as an advisor at Berkeley, Inc. in Boise, ID. She has been with Berkeley, Inc. since 2015, a firm that operates as a team of three advisors. Berkeley, Inc. provides personalized financial planning and discretionary investment management to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a tactical asset-allocation approach that combines passive index funds and ETFs with selected actively managed funds and individual securities, employing both long-term and shorter-term strategies.

Danielle Beasley is a financial advisor at Berkeley, Inc. in Boise, ID, holding Series 63 and Series 65 licenses with nine years of industry experience. Her prior roles include positions at Thrivent Financial, LPL Financial, and Redwood Credit Union. Berkeley, Inc. provides personalized financial planning and discretionary investment management to a diverse client base, including high-net-worth individuals, trusts, and small businesses. The firm uses a tactical asset-allocation approach combining passive and active management with global diversification and employs a range of analytical methods to guide investment decisions.