Proven Experience

My journey into the world of investing began over 25 years ago when I saw firsthand how careful planning and creating sound investment strategies can help people address challenges, take advantage of opportunities and provide confidence in their future. It is very rewarding to see my clients achieve their goals and pursue their passions because of the work we have done together.

Comprehensive Wealth Planning

My focus is on crafting comprehensive wealth plans that are uniquely tailored to meet the needs of each client I work with. I believe that managing investments and planning for the future requires a relationship built on trust and a deep understanding of your goals and interests. As a result, as my clients move through the different stages of life and as priorities change, I am there to listen and provide guidance and insights to help provide confidence in their future.

Community Commitment

Building a strong community is a priority for me. In addition to the meaningful relationships I have built with my clients in the area, I am a volunteer for the Treasure Valley YMCA, The National Multiple Sclerosis Society and the Make a Wish Foundation.

For the second year in a row I am honored to be recognized as one of:

Forbes Best-in-State Wealth Advisors 2025 and 2026*

Chris Machon, Senior Financial Advisor, Managing Director—Investments

I feel this award is the reflection of the trust my clients have placed in me over the years.

2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com). 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24. View additional disclosures Fee paid for use of marketing materials.