Aaron Briggs CFP®
Registered Representative
Investment Advisor Representative

Aaron Briggs has over 10 years of experience in the financial services industry, achieving pacesetter awards as one of the fastest growing financial practices when he worked with Northwestern Mutual, as well as Morgan Stanley and Merrill Lynch. Aaron's approach to life is to serve others before self and he believes that a person is reflected in what they do and how they do it. Aaron is sincere in his desire to help you and has never encountered a problem that did not have an answer. As we all know, identifying solutions and getting them implemented is not always easy. He is committed to helping you and, more importantly, partnering with you as changes occur. In the role of both analyst and coach, Aaron recommends tailored practical solutions by creating investment programs that emphasize efficient management of assets. Asset allocation and performance monitoring are maintained in line with your goals to help reduce risk. He will keep you informed of progress toward your goals and show you how much investment income you will have under different spending, saving and allocation scenarios over time.

Ron Parsons
Financial Advisor

Ron has been in the financial services business for the last 48 years working with small business owners and their families. Ron encourages business owners to protect their companies and partners through properly funded buy/sell agreements, keyman strategies and their employees with group health and disability coverages. This type of insurance planning can help with recruiting and improve employee retention.

Protecting income before and after retirement from death and sickness is a priority for Ron, knowing that many of his clients will spend a third of their life in retirement. He also addresses the importance of tax efficiency in retirement. A thoughtful review of what is most important in this time of life, leads to a well thought out written retirement plan. Ron is not affiliated with The O.N. Equity Sales Company or O.N. Investment Management Company.

Olani B Beal CFP® ChFC®
Registered Representative
Investment Advisor Representative

Olani was born and raised in Idaho, graduated from the University of Idaho in 1969 and began working in the Financial Services business in 1974. During the first 13 years he focused primarily on selling life insurance, disability income insurance, and medical insurance. In late 1986 he began selling securities. Since that time, his focus has gradually shifted to doing more investment work, especially in the area of retirement planning. Helping people manage their money during their retirement years is a special challenge and one that I enjoy.

Tammy Armas
Customer Service Representative

Tammy joined the team in October 2018. She has 8 years’ experience and is dedicated to helping our clients. She processes new business, maintains our database, and provides customer service to all our clients.

Tammy is married with two beautiful girls. She enjoys being with friends and family and exploring Idaho.