Duane Richter-Morgan Stanley Financial Advisor

D.A. Davidson is a health insurance company located in Boise ID dedicated to providing comprehensive coverage and personalized service to its clients. With a focus on customer satisfaction the company offers a range of health insurance plans tailored to meet individual and family needs. Its knowledgeable team is committed to guiding clients through the insurance process ensuring they make informed decisions about their health care options. Generated from this place's information

Rick Polenske, CFP, CTFA, is a Principal and Managing Director at Robertson Stephens. Rick provides comprehensive wealth management solutions to clients including, but not limited to, retirement and cash flow planning, institutional quality investment and risk management implementation, tax and estate planning, and philanthropic strategies. Rick has over 30 years of experience helping individuals and families, charitable organizations, and institutional investors preserve and grow their wealth. For the past twenty years, Rick has worked in various positions in the Private Bank at Wells Fargo. Most recently, Rick was a Wealth Advisor from 2018 – 2021 and a Senior Fiduciary Advisory Specialist from 2012 to 2018. From 2009 to 2012 Rick ran a personal practice as a Senior Financial Advisor with Wells Fargo Advisors, serving a diverse group of clients in the Boise area, and from 2001 to 2009 he served as Regional Sales Manager for Wells Fargo Investments. Before Wells Fargo, Rick was Division Vice President of the Northwest Region for Ameriprise Financial Services from 1993 to 2001, specializing in Financial Planning and investments.

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Boise, ID area, Jeri Nutt will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.