Team
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
John Koyle
Financial Advisor AIF®
208-915-8410
John started his finance career after he graduated in 2000 with a Bachelor’s degree in Finance and a minor in Economics from USU. He worked for ten years at a regional broker dealer where his team managed over 200 million in assets...
Trent Yost
Financial Advisors, CFP®, LUTCF®, ChFC®, AIF®
208-915-8410
CFP®, LUTCF®, ChFC®, AIF® Trent serves with expertise high networth planning providing unique solutions for select business owners and professionals .
Barry Smith
Financial Advisor
2089158410
Barry Smith has been a financial advisor since 2014 and started his career with Wells Fargo Advisors before joining the independent channel in 2021. He has been with Red Cedar Wealth Advisors since 2021. Prior to...
Lee Scharenberg
Financial Advisor
208-915-8410
Preston Yost
Financial Advisor
2089158410