Meet the Investment TeamJordan Staheli, CFP®
Wealth Advisor
Jordan Staheli is a seasoned CERTIFIED FINANCIAL PLANNER™ (CFP®) with a passion for guiding individuals and families toward financial success. He started with the credit union in 2006 and moved to Mountain America Investment Services in 2015. Over the years Jordan has honed his expertise in comprehensive financial planning, investment management and retirement strategies.
Jordan holds a deep commitment to understanding his clients' unique goals and aspirations, which allows him to craft personalized financial plans. His proficiency extends to tax planning, risk management and estate planning, ensuring a holistic approach to financial well-being. He also takes pride in simplifying complex financial concepts for his clients and fostering a collaborative relationship.
Outside the office, Jordan enjoys spending time with his wife, playing golf and basketball with his kids and traveling to new destinations.
Branches served
Boise: Ustick RoadBoise: 3rd Street
Meridian: Franklin Road
Twin Falls: Blue Lakes Boulevard North
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| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed |
| Not Credit Union Deposits or Obligations | May Lose Value |
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