Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Jeffrey McMurdie

CFS®

Private Wealth Advisor

Learn more about Jeffrey McMurdie

Amy McMurdie

CFP®

Financial Advisor

Learn more about Amy McMurdie

Nancy Albrethsen

Associate Financial Advisor

Learn more about Nancy Albrethsen


Our team

Erica Parks

Erica Parks

Client Service Coordinator

Qualifications

  • Associates in Business Management and Entreprenuership, College of Southern Idaho
  • Notary Public, State of Idaho

Roles & Responsibilities

  • Handles incoming client calls and questions.
  • Schedules client meetings.
  • Manages application preparation.
View more