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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 director of operations for Concierge Legacy Advisors. His duties include: ensuring client services are running smoothly and accounts are being managed and processed effectively. Dustin received his degree in finance from...

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Katheryn is an Investment Advisor Representative for Concierge Legacy Advisors. She provides financial advice and services to clients and helps manage and support existing clients of the firm.

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