Fulcrum Wealth Management Group - Ameriprise Financial Services, LLC

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, Chris Crosby 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.

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, Justin Samples 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.

Brian is a Managing Director at Robertson Stephens. Together with Erik Boe, Eric Kiel, Julie Steinman, CFP® and Kelly Woodward, Brian is a part of the Sun Valley, Idaho-based team serving the wealth management needs of high and ultra-high net worth clientele in the Northwest and throughout the country. In addition to his wealth management advisory work, Brian has over 15 years of experience in the investment and financial services industry spanning equity research, commercial real estate private equity, and fixed income management. Prior to joining Robertson Stephens, Brian was a Senior Financial Associate for RBC Wealth Management in Eagle, Idaho where he led portfolio trading operations, investment strategy, and institutional client relationships for a HNW advisor team. Previously, Brian was a research analyst for a west-coast boutique investment bank covering the metals and mining sector. Brian is a CFA® Charterholder and earned his BS in Finance and Business Economics from the University of Idaho. Brian is a member of the CFA Institute and CFA Society of Idaho as well as serves as a board member of The Learning Lab in Boise, Idaho. Brian lives in Idaho with his wife and two sons where he enjoys spending time with his family, fly fishing, golf, and other outdoor sports.