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4700 N Cloverdale Road | Suite 101
Boise, ID 83713

(208) 377-1400

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Team

 
For almost 20 years, Jeff Currie has been helping clients reach and maintain their financial goals. Jeff takes a fundamental approach to assist and educate his clients to help them create and execute a material financial plan. Early in...

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Lisa is responsible for the day-to-day operation and management of the office. She also performs all of the administrative functions on client accounts. She has a passion for Customer Service and makes sure that every client feels that...

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