Broker Check

Our Team

Bruce B. Brown, CPA, CFP®

Chief Executive Officer

(208) 233-9700

(208) 478-0256

[email protected]

Bruce has provided tax and accounting services for individuals and small businesses for 35 years. He’s a licensed Certified Public Accountant (CPA) as well as a Certified Financial Planner™ (CFP). Bruce also holds licenses...

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Wally Hicks

Vice- President

(208) 233-9700

(208) 478-0256

Wally was raised in Blackfoot, Idaho graduated from Blackfoot High School, and attended the University of Utah. He’s been married for 17 years and has lived in Pocatello since 1995 with his wife Carol and their four children....
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