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Meet Our Team

Having worked hard for your assets, do you feel ready to start planning for the future of those around you and seek the advice and guidance from a professional you can trust? At Boone River Financial, these are the people that turn to us. Our mission is to provide a high-level of concierge service to individuals and business owners, implementing financial strategies and helping them make sound decisions for themselves and their employees.

We like to tell our clients that we’re in a relationship business, rather than a transactional one. In today’s world of investing, it has become increasingly popular for financial professionals to push products, serve as many clients as possible, and stop communication once a sale has been made. This is not how our firm operates. Instead, we get to know our clients before we even start talking about investments. We make the effort to understand your past, present, and future and work with you to develop strategies that are tailored to your unique situation.

How We Work

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. 

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

One of our primary goals is to develop a long-term, trusting relationship with you.

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