Welcome

My Account

Our Passion is Wealth Management

Our Approach is Comprehensive

Our Focus is You!

Welcome

We are committed to helping our clients plan for their financial future. Our mission is to listen, understand, plan and monitor the needs and goals of your investments.

Our office is located in Meridian, Idaho. All securities are offered through Waddell & Reed, Inc. Doug Beehler is the Financial Advisor. Our firm provides investment planning services for individuals, corporations, trusts and retirement accounts.