Advisors at this firm
Ma Kayla B
Series 65
Moscow, ID
HRC Wealth Management, LLC
Ma Kayla Baldus is a financial advisor at HRC Wealth Management, LLC in Moscow, ID. She holds a Series 65 designation and has recently entered the industry, with prior work experience including roles at Red Star Coffee Company and Java Stop. HRC Wealth Management, operating as Hayden Ross, provides comprehensive asset management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm uses a multi-asset approach combining fundamental and technical analysis to manage primarily long-term portfolios and maintains an affiliation with an accounting firm that offers tax and accounting services.
Christopher W
CFP®, ChFC®, Series 63, Series 66
Moscow, ID
HRC Wealth Management, LLC
Christopher Walker is a CFP® and ChFC® with 17 years of experience in financial services. He has worked at Purshe Kaplan Sterling Investments and Northwestern Mutual in various capacities before joining HRC Wealth Management, LLC, where he is part of an eight-advisor team. In addition to his advisory role, he assists clients with health and fixed insurance products. HRC Wealth Management, operating as Hayden Ross, provides comprehensive asset management and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm employs both fundamental and technical analysis to construct primarily long-term, multi-asset portfolios and offers ongoing portfolio monitoring and discretionary management.
Jerald L
CFP®, PFS™, Series 65
Moscow, ID
HRC Wealth Management, LLC
Jerald Lewis is a CFP® and PFS™ with 26 years of experience in financial advising. He has been with HRC Wealth Management, LLC and its affiliated firm Hayden Ross, PLLC since 2012. Outside of his advisory roles, he serves as Treasurer for Pure Line Seeds, Inc. and is a finance committee member for Moscow Bear Boosters, Inc. HRC Wealth Management, operating as Hayden Ross, provides comprehensive asset management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a multi-asset investment approach with ongoing portfolio monitoring, combining fundamental and technical analysis to manage primarily long-term portfolios.
Nathan S
PFS™, Series 65
Moscow, ID
HRC Wealth Management, LLC
Nathan Strong is a financial advisor at HRC Wealth Management, LLC in Moscow, ID, holding the PFS™ designation and Series 65 license with 26 years of industry experience. He has been with HRC Wealth Management and its affiliated firm Hayden Ross, PLLC since 2012. Outside of his advisory role, he is a minority member of Jungo, LLC, a software and app development company. HRC Wealth Management provides comprehensive asset management and financial planning to individuals, high-net-worth clients, and trusts. The firm employs a multi-asset investment approach with fundamental and technical analysis and maintains an affiliation with Hayden Ross PLLC, offering integrated tax and accounting services.
Mark W
Series 65
Moscow, ID
HRC Wealth Management, LLC
Mark Watson is a financial advisor at HRC Wealth Management, LLC with 15 years of industry experience. He holds the Series 65 designation and has been with HRC Wealth Management and its affiliated firm Hayden Ross, PLLC since 2012. Outside of his advisory role, Watson serves as Treasurer for the Moscow High School Bears Gridiron Club and is a member of the Finance Committee for Eastside Mall, where he oversees accounting and tax filings. HRC Wealth Management, operating as Hayden Ross, provides comprehensive asset management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a multi-asset investment approach combining fundamental and technical analysis, with an emphasis on individualized advice and ongoing portfolio monitoring.
Cade K
PFS™, Series 65
Moscow, ID
HRC Wealth Management, LLC
Cade Konen is a financial advisor at HRC Wealth Management, LLC with 26 years of industry experience. He holds the PFS™ designation and Series 65 license. Konen has been with HRC Wealth Management and its affiliated firm Hayden Ross, PLLC since 2012. He serves as treasurer and a 33% member of Vandall Boosters, Inc., a nonprofit organization. HRC Wealth Management provides comprehensive asset management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs fundamental and technical methods to construct primarily long-term portfolios with a diversified mix of assets and maintains an affiliation with Hayden Ross PLLC, which offers tax and accounting services.
Eric K
Series 63, Series 66
Moscow, ID
HRC Wealth Management, LLC
Eric Kiblen is a financial advisor with HRC Wealth Management, LLC in Moscow, Idaho, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and HRC Wealth Management since 2015. Outside of his advisory work, Kiblen serves as the head coach of the varsity softball team for the Moscow School District. HRC Wealth Management, operating as Hayden Ross, provides asset management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a multi-asset approach that includes individual securities, mutual funds, ETFs, options, and alternative investments, with an emphasis on individualized advice, ongoing portfolio monitoring, and the use of both fundamental and technical analysis.