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Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

This puts some faces with our names, if you haven't met us in person yet. We work as a unified team here, and we really enjoy working with each other and our clients. We like to make it easy to contact us. Let us know how we can assist you.

Meet Our Team

Jim Woolley

Founder & CEO | Certified Financial Planner™

208.490.8586

208.536.3612

jim@mammoth.financial

I do the bulk of the planning and investment management and am the lead financial planning advisor. Contact me for advice or to relay trade instructions.

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Shannon Woolley

VP Marketing & Operations

208.490.8586 x106

208.536.3612

shannon@mammoth.financial

I handle our presence across the web, ensure our clients have excellent service response times, and myriad other behind-the-scenes things.

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Ashley VanderStelt

Client Services Coordinator | Executive Assistant to Jim

208.490.8586 x103

208.536.3612

ashley@mammoth.financial

I am Jim's Executive Assistant and our Client Services Coordinator. I handle account changes like beneficiary changes and help with the documents associated with opening new accounts.

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