RW Investment Management LLC

Jordan Freiburghaus is a financial advisor with RW Investment Management LLC, holding a Series 65 designation and two years of industry experience. Prior to joining RW Investment Management in 2023, he worked at the University of Idaho College of Law and has been involved with Crossroads Community Church since 2011. RW Investment Management serves individuals, trusts, retirement plans, and business entities, offering comprehensive portfolio management, financial planning, and pension consulting. The firm manages approximately $1.47 billion in assets and employs an evidence-based investment approach combining passive and active funds, with oversight by an in-house investment committee.

Robert Flagler is a financial advisor at RW Investment Management LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at firms including The Helmstar Group, LLC, Clear Creek Financial Management, LLC, and Treasure Valley Financial Planning. RW Investment Management provides investment advisory and planning services to individuals, trusts, pension plans, and businesses. The firm employs a long-term, evidence-based investment approach overseen by an internal committee and offers comprehensive portfolio management and financial planning services.

Raleigh Vachek is a CFP® professional with 24 years of industry experience, currently with RW Investment Management LLC since 2020. He previously worked at Wells Fargo Advisors and related entities from 2009 to 2019. He serves on the board and finance committee of the Boise Public Schools Foundation, where he assists with budgeting and investment oversight. RW Investment Management serves individuals, trusts, retirement plans, and business entities with comprehensive portfolio management, financial planning, and pension consulting. The firm employs an evidence-based investment approach combining passive and active strategies, supported by an in-house investment committee.

Trace Tucker is a financial advisor at RW Investment Management LLC with a Series 65 designation and one year of industry experience. Prior to joining RW Investment Management, he held positions at Tamarack Grove Engineering, Sherwin-Williams, George Fox University, and several other firms. RW Investment Management provides investment advisory and planning services to individuals, trusts, pension plans, and businesses. The firm uses a long-term, evidence-based investment approach informed by Modern Portfolio Theory and offers model portfolios that incorporate both passive and active strategies.

Melissa Jenkins is a financial advisor at RW Investment Management LLC with 15 years of industry experience. She holds a Series 66 designation and has been with RW Investment Management since 2014. Outside of her advisory role, she is the owner of RWIM Properties, LLC, a property management business based in Eagle, Idaho. RW Investment Management serves individuals, trusts, retirement plans, and business entities by providing portfolio management, financial planning, and pension consulting. The firm manages approximately $1.47 billion in assets using an evidence-based investment approach that combines passive and active strategies, with oversight from an in-house investment committee.

Lisa Sievers is a financial advisor with RW Investment Management LLC in Eagle, ID, holding a Series 66 designation and 23 years of industry experience. Her prior roles include positions at Wells Fargo Advisors LLC and affiliated entities from 2009 to 2019. RW Investment Management serves individuals, trusts, retirement plans, and business entities, offering portfolio management, financial planning, and pension consulting. The firm manages approximately $1.47 billion in assets and utilizes an evidence-based investment approach combining passive and active strategies, with oversight by an in-house investment committee.

Devin Geddings is a CFP®-certified advisor at RW Investment Management LLC with 10 years of industry experience. He has been with RW Investment Management since 2017. Geddings volunteers as a pro-bono financial planner with Advisers Give Back and Wings for Widows, and serves on the board of the Boise Estate Planning Council. RW Investment Management provides investment advisory and planning services to individuals, trusts, pension plans, and businesses. The firm manages over $1.7 billion in assets and follows a long-term, evidence-based investment approach combining passive and active strategies overseen by an internal investment committee.

Ella Yanzuk is a financial advisor at RW Investment Management LLC with a Series 65 credential and one year of industry experience. Prior to joining the firm, she worked at Boise State University and the Boise Art Museum. RW Investment Management serves individuals, trusts, retirement plans, and business entities by providing portfolio management, financial planning, and pension consulting. The firm uses an evidence-based investment approach managed by an in-house committee, combining passive and active funds, ETFs, individual securities, and limited alternatives.

Michael Fitzgerald is a financial advisor at RW Investment Management LLC with 18 years of industry experience. He holds a Series 65 designation and has worked at RW Investment Management since 2020, following an 11-year tenure at Clearwealth Independent Fiduciaries, LLC. RW Investment Management serves individuals, trusts, retirement plans, and business entities, offering portfolio management, financial planning, and pension consulting. The firm manages approximately $1.47 billion in assets and uses an evidence-based investment approach that combines passive and active strategies overseen by an in-house investment committee.

Kimberly Jaques is a CFP® professional with 29 years of industry experience, currently serving at RW Investment Management LLC since 2020. Her prior experience includes roles at Wells Fargo Advisors Financial Network, LLC, Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors LLC. She is also a trustee for the Perpetua Group 401(k) plan and holds an insurance producer license in Idaho. RW Investment Management serves individuals, trusts, retirement plans, and business entities with portfolio management, financial planning, and pension consulting. The firm manages approximately $1.47 billion in assets using an evidence-based investment approach that combines passive and active strategies overseen by an in-house investment committee.

Kaitlyn Fajardo is a financial advisor at RW Investment Management LLC with one year of industry experience. She holds a Series 65 credential and has prior experience at Mountain West Bank and Because International. Outside of finance, she has been involved with the Northwest Nazarene University Lacrosse Team and worked with The Bean. RW Investment Management serves individuals, trusts, retirement plans, and business entities, offering portfolio management, financial planning, and pension consulting. The firm manages approximately $1.47 billion in assets and uses an evidence-based investment approach combining passive and active funds, with accounts monitored regularly and tailored to client needs.

Ryan Warwick is a financial advisor with RW Investment Management LLC in Eagle, Idaho, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with RW Investment Management since 2014. Outside of advisory work, he owns Hope Devices, a developmental disability services organization, where he provides board-level oversight. RW Investment Management serves individuals, trusts, retirement plans, and business entities with comprehensive portfolio management, financial planning, and pension consulting. The firm manages approximately $1.47 billion in assets using an evidence-based investment approach that combines passive and active strategies overseen by an in-house committee.

Brian Vander Wyst is a financial advisor at RW Investment Management LLC with one year of industry experience. He previously worked at Sun Valley Gold, LLC for 18 years. He serves as a board member of Syringa Mountain School, a local charter school. RW Investment Management serves individuals, trusts, retirement plans, and business entities, offering portfolio management, financial planning, and pension consulting. The firm employs an evidence-based investment approach combining passive and active funds, individual securities, and limited alternatives, with accounts monitored annually and technology-assisted rebalancing.