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208.344.9704

1112 W. Main St.

Suite 105

Boise, ID 83702

Team

We take a collaborative approach with each of our clients so that they have the benefit of every team member's individual expertise. We have also built a network of professional relationships with attorneys, accountants, real estate specialists and other experts to ensure that we can give our clients the specialized advice they need for every issue.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Risk management 

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 
Aaron is managing principal of Concierge Private Wealth Management, LLC. His 15 years of experience in the financial services industry, gives Concierge Legacy Advisors the ability to advise clients on their financial legacies.

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Van is a managing principal of Concierge Risk Management, LLC. With nearly 20 years in the risk management industry, Van gives Concierge Legacy Advisors the ability to address the risks our clients have.

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Dustin is the client relationship manager of Concierge Legacy Advisors. His duties include: improving client services and processing new accounts.

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Kalie is the office manager of Concierge Legacy Advisors. Her duties include: providing stellar customer service to our clients, as well as ensuring the day-to-day activities of our office are being accomplished.

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