Idaho Falls, ID Office

Nathan Riggs is a CFP® professional with one year of experience in financial advising, currently with Oak Lane Advisors. He has previously worked at Cooper Norman and operates his own CPA firm, Nathan Riggs, CPA, PLLC, where he provides accounting and tax services. He is also involved with Edge Financial Group, LLC, focusing on accounting, bookkeeping, and tax return services. Oak Lane Advisors is a team advisory firm managing approximately $367 million for around 764 clients, including individuals, trusts, estates, nonprofits, and business entities. The firm emphasizes diversified, asset-allocation driven portfolios and offers discretionary portfolio management, comprehensive financial planning, and access to separately managed accounts.

Porter Clayton is a CFP® professional with two years of industry experience, currently serving at Oak Lane Advisors in Idaho Falls, ID. His prior work includes roles at Wealth Navigation, LLC, Edge Financial Group LLC, Edge Financial Advisors LLC, Advanced Profit Analysis PA, Cooper Norman, and the Tampa Bay Rays. Outside of advising, he is a partner in a restaurant business, Smitty's Pancake & Stake House. Oak Lane Advisors is a team-based firm managing approximately $367 million for around 764 clients. The firm serves individuals, trusts, estates, nonprofits, and business entities, offering discretionary portfolio management, comprehensive financial planning, and access to separately managed accounts with a focus on diversified, asset-allocation driven portfolios.

Tyson McDonald is a financial advisor with Oak Lane Advisors and holds a Series 65 credential. He has two years of industry experience, including roles at Wealth Navigation, LLC and Edge Financial Group, LLC. In addition to his advisory work, he provides accounting, bookkeeping, and tax preparation services through Edge Financial Group. Oak Lane Advisors manages approximately $446 million for a diverse client base, including individuals, trusts, and nonprofit entities. The firm offers discretionary asset management, comprehensive financial planning, and access to alternative investments, employing diversified portfolios with mutual funds, ETFs, and individual securities.