2019 Board of Directors



  • President

    Jacob Williams, Ph.D., CFP®

    The Helmstar Group

    208-429-0800

  • Past President 2018

    Mark Rupp, CFP®

    Capital Financial Solutions, LLC

    208-629-4660

  • Treasurer

    David Allen, CPA

    David L. Allen CPA, PLLC

    208-991-8424

  • Program Director Chair

    Ronald Mesler, JD

    We Protect Doctors, LLC

    208-249-7878

  • Sponsor Chair

    Ronald Mesler, JD

    We Protect Doctors, LLC

    208-249-7878

  • Membership Chair

    Richard Davey CPA, CFP®

    Fiduciary Financial Group

    208-401-3747

  • Public Relations Chair

    Ashley Bernard, MS, CFP®, AFC®

    208-391-0661

  • Secretary

    Bobette Wood

    Fairway Independent Mortgage Corporation

    208-867-8918

  • Chapter Administrator

    Ashley Bernard, MS, CFP®, AFC®

    fpaidaho@msn.com

    208-391-0661

  • Welcome New Members!

  • Congratulations to Our Long-term Members!