As a Planning Associate, Boone supports the advisory team in a variety of client service and planning activities. Responsibilities include preparing for client meetings, assisting with the onboarding of new assets, drafting Investment Policy Statements, and maintaining communication with clients and their professional contacts.
Boone participates in client meetings and assists with documenting and coordinating follow-up items. Additional responsibilities include contributing to the development of financial plans, gathering information from clients, and monitoring planning strategies and tax law developments relevant to client needs. Working alongside the client service team, he manages multiple projects and administrative tasks within a fast-paced environment, applying organizational skills and attention to detail to support ongoing client and team initiatives.
What do you value most in your client relationships?
What I value the most with client relationships is really getting to know them and establishing a friendship more than anything. I also value making sure that they have the best tools and resources available to help them reach their goals in life.
What sparked your interest in financial planning? What fuels you every day in your work?
I have always loved investments and finances. And I love helping people achieve goals that they have set for themselves and for their families. Financial planning allows me to study investments and the financial industry and help individuals and family reach their financial goals.
When you retire you’re going to…?
Hopefully travel and go fly fishing all around the world with my wife. I would love to do a humanitarian mission for my Church somewhere in a third world country.
Where did you grow up? Where do you live now?
I grew up in a small-town west of Missoula Montana. I loved every bit of Montana and learned to love to go hiking and fishing. I currently live in the town of Asheville North Carolina.
BYUI Idaho, Business Finance/Financial Planning
College of Western Idaho, Plumbing Trade degree
4-H Board/FFA involvement.
