Treasure Valley Financial Planning

Matthew Jones is a CFP® with two years of industry experience, currently serving at Treasure Valley Financial Planning in Meridian, ID. He has worked with several firms since 2023, including Adams Wealth Advisors and Spring Source Wealth Advisors, before joining Treasure Valley Financial Planning. Treasure Valley Financial Planning is a team-based firm providing discretionary investment management and ongoing financial planning to individual clients, including high-net-worth individuals. The firm employs a mix of passive index funds, ETFs, and active analysis techniques, tailoring recommendations to client suitability and risk tolerance while utilizing third-party managers and institutional platforms.

Kendell Frye is a CFP® professional with five years of industry experience, currently advising at Treasure Valley Financial Planning in Meridian, ID. Prior to joining Treasure Valley Financial Planning, Frye held positions at Clear Creek Financial Management, Falcon Wealth Planning, Pacific Advisors, and worked in roles outside finance including Honda Motor Company and Chipotle Mexican Grille. Treasure Valley Financial Planning provides discretionary investment management and ongoing financial planning for individual and high-net-worth clients, addressing retirement, estate, tax-planning, and wealth-protection needs. The firm typically uses passive index funds and ETFs complemented by fundamental, technical, and cyclical analysis, while tailoring recommendations to client suitability and risk tolerance.

Jonathan Belnap is a financial advisor with Treasure Valley Financial Planning in Meridian, ID, holding Series 63 and Series 65 licenses and with 17 years of industry experience. He has worked at Treasure Valley Financial Planning since 2026 and previously at Clear Creek Financial Management, LLC, and Waddell & Reed Inc. Belnap is also president of Belnap Enterprises, LLC, an outside business activity he has maintained since 2015. Treasure Valley Financial Planning provides discretionary investment management and ongoing financial planning to individual clients, including high-net-worth individuals, addressing retirement, estate, tax-planning, and wealth-protection needs. The firm typically uses passive index funds and ETFs while incorporating fundamental, technical, and cyclical analysis as appropriate, and may include alternative investments and derivatives for qualified clients.

Ethan Farar is a financial advisor at Treasure Valley Financial Planning in Meridian, ID, holding a Series 65 credential. He has one year of experience and has previously worked at Cetera Wealth Services, Renaissance Financial, and several other firms. Treasure Valley Financial Planning provides discretionary investment management and ongoing financial planning to individual clients, including high-net-worth individuals. The firm typically builds portfolios using passive index funds and ETFs, supplemented by fundamental, technical, and cyclical analysis, and tailors recommendations based on client suitability and risk tolerance.

David Morrison is a CFP® with 18 years of experience in financial advising. He is currently with Treasure Valley Financial Planning, where he has worked since 2026 following nine years at Clear Creek Financial Management and four years at Ameriprise Financial Services. Outside of advising, he owns Idaho Brewing Company, a brewing supply business that is not currently operational. Treasure Valley Financial Planning provides discretionary investment management and ongoing financial planning services primarily to individual and high-net-worth clients, addressing retirement, estate, tax, and wealth-protection needs. The firm typically constructs portfolios using passive index funds and ETFs while incorporating fundamental, technical, and cyclical analysis as appropriate.

Justin Egbert is a CFP® with three years of industry experience, currently serving at Treasure Valley Financial Planning in Meridian, ID. Prior to joining Treasure Valley Financial Planning, he was involved with Clear Creek Financial Management, LLC operating under the same brand. Outside of his financial advisory role, he owns and operates a men’s retail business, More Than Suites, LLC. Treasure Valley Financial Planning provides discretionary investment management and ongoing financial planning to individual clients, including high-net-worth individuals. The firm typically uses passive index funds and ETFs alongside fundamental, technical, and cyclical analysis, tailoring recommendations to client suitability and risk tolerance.

Eugene Delarosa is a CFP® with 21 years of experience in the financial services industry. He has been with Treasure Valley Financial Planning since 2026, following six years at Clear Creek Financial Management and eleven years at Ameriprise Financial Services. Treasure Valley Financial Planning is a team-based firm serving individual and high-net-worth clients with discretionary investment management and comprehensive financial planning. The firm typically builds portfolios using passive index funds and ETFs while integrating fundamental, technical, and cyclical analysis, and may recommend alternative investments and derivatives for qualified clients.

Patrick Collins is a financial advisor at Treasure Valley Financial Planning with 16 years of industry experience. He holds a Series 66 designation and has worked at Treasure Valley Financial Planning since 2026, following nine years at Clear Creek Financial Management and four years at Ameriprise Financial Services. Collins is also the managing member of Ortigara LLC, a financial services management firm he established in 2011. Treasure Valley Financial Planning serves individual clients, including high-net-worth individuals, providing discretionary investment management and comprehensive financial planning across retirement, estate, tax, and wealth-protection needs. The firm typically uses passive index funds and ETFs alongside fundamental, technical, and cyclical analysis, tailoring investment recommendations to client suitability and risk tolerance.