Blackfoot, ID Office

Kent Banner is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has held various roles including financial educator at the Heartland Institute of Financial Education and has involvement in estate planning referrals through LSPN Pro LLC and Legacy Shield. Additionally, he sells financial education books at regional fairs. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm provides advisory and broker-dealer services with multiple program options featuring both proprietary and third-party investment models, managing over $2 billion in assets under management.

David Babbitt is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has worked with Transamerica Financial Advisors since 2014 and is also involved with Doutre Professional Services, where he provides professional counseling, writing, contract negotiations, permitting, construction management, tutoring, and related activities. Additionally, he works as a bus driver for Teton Stage Line. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a model portfolio approach using both proprietary and third-party managers, offering advisory, brokerage, and retirement-plan services through a large advisor network and multiple program platforms.

Valerie Thatcher is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and nine years of industry experience. She has worked at Transamerica Financial Advisors since 2017 and has concurrent experience with World Financial Group, Inc. Outside of financial advising, she performs accounting analyst work for J.C. Penney Shared Service Center. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Clarissa Wanstrom is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 credentials and one year of industry experience. She has worked with several firms including Heartland Institute of Financial Education and WealthWave. Outside of advising, she serves as a referral sales associate for estate planning at Integrated Trust Systems. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services through proprietary and third-party model portfolios, supporting both discretionary and non-discretionary program choices.

Heather Goodworth is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 credentials and two years of industry experience. She has worked with firms including WealthWave and the Heartland Institute of Financial Education, where she provides non-solicitous financial literacy education. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment programs.