Broker Check

Our Team

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.

Jim Woolley

Founder & CEO | Certified Financial Plannerâ„¢


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 x103

If you find a typo on our website, I’m your gal. I handle our presence across the web, so I am thrilled to hear from you and fix typos. For immediate comic relief, contact me for funny stories about Jim.

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Marcus Lutz

Associate Financial Planner

208.490.8586 x102

I attend client meetings with Jim, do research and analysis for investment products, and can assist in scheduling appointments and other customer service needs.

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Holly Rachford

Adminstrative Assistant (Remote)

Holly is our Administrative Assistant who handles account and client management. She works for us remotely from Fairfield, Iowa and works directly for our broker/dealer, Cambridge Investment Research.

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Bailey the Hound Dog

Usually-at-home Greeter

Contact me if you'd like to experience an echo-howl. I love to talk.

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