Boise, ID Plantation River Drive Office

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.