Boise, ID W. Emerald Street Office

Daniel Robertson is a financial advisor at Independent Financial Group, LLC with 21 years of industry experience. He holds Series 65 and Series 63 designations. Prior to joining Independent Financial Group in 2024, he worked at Allstate Insurance Company for 20 years. Independent Financial Group is a large integrated advisory and brokerage firm serving individuals, high-net-worth clients, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement plan services, utilizing a mix of in-house and third-party manager models delivered through various platforms and employing discretionary and non-discretionary strategies tailored to client risk profiles.

Craig Spanton is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and bringing 26 years of industry experience. He has been with Independent Financial Group since 2015. Outside of his advisory role, Spanton serves as President of his local Lions Club and holds board positions with the Ada County Board of Community Guardians and Live Incorporated. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser offering brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm manages approximately $11.3 billion in regulatory assets and provides advisory programs through its AccessPoint platform and third-party asset managers.