Our Team
Five professionals. Two western markets. One standard of care.
Founders & Managing Partners
Bay Area
Boise, Idaho
Boise, Idaho
Bay AreaFounder & Managing Partner
Barbara Heaton
Financial Planner · CFP®, CLU®, ChFC®
Advising families since 1987 · Forbes Best-in-State honoree, 2022–2026**
Boise, IdahoFounder & Managing Partner
JP Heaton
Financial Planner
Comprehensive planning for families & professionals · 14 years in financial services
Boise, IdahoFounder & Managing Partner
Colin Haueter
Financial Advisor
Insurance & financial planning for business owners and families
The Team
BBBay Area
Practice Manager
Beth Beck, MBA
Supporting the founders' practices for 20+ years · MBA, Finance, UC Berkeley Haas
KSRemote · Iowa
Client Administration
Karen Shirk
LPL Administrative Solutions
Former compliance & trading consultant, Cambridge Investment Research · FINRA SIE · B.A. Education, summa cum laude, Buena Vista University
One conversation is enough to know whether we can help.
No charge, no obligation, and no pitch.