About Us

Research shows that people who work with financial advisors do better than those who invest on their own by avoiding untimely buying and selling decisions which affect returns (DALBAR).

At East Idaho Wealth Management, striving to meet all of our clients’ needs is our top priority. To make that commitment possible we offer access to a broad selection of financial products and services.

Through or alliance with LPL Financial, East Idaho Wealth Management can provide access to quality financial and insurance products, giving you the advantage of handling all your financial needs in one convenient location – your hometown East Idaho Credit Union branch.

LPL Financial is the nation’s largest independent broker /dealer*. They do not offer proprietary products, which allows us as your Wealth Advisors, truly objective advice.

With so many financial options available in today’s marketplace, it takes a knowledgeable professional to help you pursue your financial goals.

*As reported in Financial Planning magazine June 1996-2016, based on total revenues.

Data source – Market Watch 05/2014 www.marketwatch.com

DALBAR’S 2014 Quantitative Analysis of Investor Behavior (QAIB) study examines real investor return from equity, fixed income and money market mutual funds from January 2014 through December 2014. The study was originally conducted by DALBAR, Inc. in 1194 and was the first to investigate how mutual fund investors’ behavior affects the returns they actually earn. Past performance is no guarantee of future results. Indexes cannot be invested into directly.

Our Mission Statement

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

Our Philosophy

Dealing with the market volatility and economic changes throughout the world can be overwhelming. Our disciplined approach of diversified investing and regular ongoing reviews helps our clients maximize return potential. In addition, this helps investors avoid making emotionally based decisions that often cost them unnecessary losses.

Just as each investor is different, we recognize our frequency in contacting you to review your investments should be based on your needs. At a minimum, we will send you an annual letter inviting you to review your goals, risk tolerance, and investment account.

We believe in building a diversified portfolio based on three important criteria:

• Risk Tolerance
• Investment Time Frame
• Financial Objective

Our Service Pledge

We Commit to Providing the Highest Level of Service by:

• Ensuring that your best interests are well represented, protected and never compromised. Providing honest, knowledgeable advice to our clients.
• Communicating with you and keeping you fully informed.
• Responding promptly to your phone calls, and e-mails.
• Representing you in the same way that we would want to be represented.

Our Core Values

INTEGRITY

“Integrity is doing the right thing, even when no one is watching” – C.S. Lewis

KNOWLEDGE

“An investment in knowledge pays the best interest” – Benjamin Franklin

RESPECT

“Respect your fellow Human Being, treat them fairly,… work together for a common goal, and help one another…” – Bill Bradley

TEAMWORK

“Alone we can do so little; Together we can do so much.” – Helen Keller

There is no guarantee that a diversified portfolio will eenhance overall returns or outperfrom a non-diversified portfolio. Diversification does not protect against market risk. Investing involves risk including loss of principal.

Our Associates

Adam SerrWealth Advisor - Program Director

Adam has worked in the Financial Services Industry since 1999. As a CERTIFIED FINANCIAL PLANNERTM professional, Adam is qualified to provide financial advice and offer access to products and services that will help members achieve their financial goals. He is a registered representative of LPL Financial. Adam is a great listener who takes the time to understand the needs and goals of each member’s circumstance. He has had the good fortune to establish longstanding relationships with many of his clients. Although the road to financial success can be bumpy at times, Adam’s manner remains calm. He can provide information and assistance in the areas of retirement, investments, and insurance. When Adam is not busy at work, he enjoys spending time with his wife and seven children, reading, golfing, and exploring the great outdoors.

Trever PetersonWealth Advisor - Life Insurance Specialist

Trever has worked in the Financial Services Industry since 2006. He joined East Idaho Wealth Management in 2012. Trever is a Chartered Retirement Planning Counselor, CRPC and is our Life Insurance Specialist. He is a registered representative of LPL Financial. As your financial consultant, Trever’s mission is to become your partner for financial success – to make a difference for you, your family, and your future. He will take the time to learn about your needs, hopes and concerns, and develop a comprehensive strategy to help you pursue your goals. No matter what your investment experience, you can depend on Trever for objective advice that focuses on your unique situation. In his spare time, Trever enjoys spending time with his family, barbecuing, outdoor activities, and golfing.

Shayla KelleyWealth Advisor

Shayla began her career in the Financial Services Industry in 1987 and took time off to raise her three children. She re-entered the work force in 2014. Shayla has her Series 6, 63, and 65 licenses and became a registered representative of LPL Financial in 2015. Her focus is working with members who are new to investing and supporting Adam and Trever with their clients. Shayla’s mission is to help you in pursuing your financial goals by assisting to create and implement a financial plan that is right for you and your family. She can provide information and guidance in the areas of retirement, investments, and insurance. When she is not working. Shayla enjoys spending time with her family, watching her children participate in their various activities, and listening to music.

Kristin BergesonLPL Registered Sales Assistant

Kristin began her financial services career in 2005 and joined our team in 2013 as our Marketing Assistant. She became a LPL Registered Sales Assistant in 2015. Kristin is our New Account Specialist and ensures that all paperwork meets compliance regulations. Not only does she support Adam and Trever with their clients, but also assists with Marketing events. She is highly dedicated and organized with an emphasis on providing excellent member service. In her spare time, Kristin loves to spend time with her family, read and ride her horses.

Our Locations

Affiliated Offices

ARCO BRANCH

CHALLIS BRANCH

IDAHO FALLS – FREEMAN PARK BRANCH

REXBURG BRANCH

SAINT ANTHONY BRANCH

SALMON BRANCH

SHELLEY BRANCH