Fulcrum Wealth Management Group

Fulcrum Wealth Management Group was formed in 2013 with one purpose in mind, to help people reach their goals. What started with two people and one location has evolved into a team of twenty, with five offices across the Northwest. We attribute our success to a constant focus on our core values:

Family: We value family and help clients feel they are a part of ours.

Integrity: We are radically transparent.

Growth: We help others develop a plan so that they can focus on what they want to get out of life.

Leadership: We help lead clients through important stages of life.

Health: We help you focus on financial health which can, we believe, promote overall health.


While holding our values paramount, our mission is to help you live a simpler, more productive life through a disciplined wealth management approach.


Advisors

Justin Samples, Private Wealth Advisor serving the Boise, ID area - Ameriprise Advisors

Justin Samples

CRPC®, AWMA®

Private Wealth Advisor

Chief Executive Officer of Fulcrum Wealth Management Group
Visit Justin Samples's website
Chris Crosby, Financial Advisor serving the Boise, ID area - Ameriprise Advisors

Chris Crosby

APMA®, CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Chris Crosby's website
Antonio Smith, Financial Advisor serving the Boise, ID area - Ameriprise Advisors

Antonio Smith

CFP®, CIMA®

Financial Advisor

Visit Antonio Smith's website
Devlin Carothers, Private Wealth Advisor serving the Boise, ID area - Ameriprise Advisors

Devlin Carothers

CFP®, BFA, APMA®

Private Wealth Advisor

Visit Devlin Carothers's website
Vieng Bounnam, Financial Advisor serving the Boise, ID area - Ameriprise Advisors

Vieng Bounnam

CFP®, APMA®, CPWA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Vieng Bounnam's website
Matthew Jeannes, Financial Advisor serving the Boise, ID area - Ameriprise Advisors

Matthew Jeannes

JD, CPWA®, APMA®

Financial Advisor

Visit Matthew Jeannes's website
Kevin Harrell, Financial Advisor serving the Boise, ID area - Ameriprise Advisors

Kevin Harrell

CRPC®, CLU®, APMA®, CLTC®

Financial Advisor

Insurance Specialist
Visit Kevin Harrell's website
Robert Fix, Financial Advisor serving the Boise, ID area - Ameriprise Advisors

Robert Fix

CRPC®, APMA®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Robert Fix's website
Thomas Frame, Financial Advisor serving the Boise, ID area - Ameriprise Advisors

Thomas Frame

APMA®

Financial Advisor

Visit Thomas Frame's website

Team

Brittany Olsen

Brittany Olsen

Client Service Coordinator

Kayla Sirkow

Kayla Sirkow

Paraplanner

Qualifications

  • Series 7
  • Series 66
  • California Insurance License
  • Bachelor of Arts in Business from University of California, Riverside
  • In the financial industry since 2013

Roles & Responsibilities

  • Account research, paperwork preparation, estate settlement, high-level and technical service needs. When your situation gets complicated, Kayla will dig deep to find the answers you need.
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David McKinney CRPC<sup>®</sup>

David McKinney CRPC®

Investment Specialist,

Operations Manager

Qualifications

  • Series 6
  • Series 7
  • Series 65
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Griffin Lake

Griffin Lake

Paraplanner

Qualifications

  • Series 7
  • Bachelor of Science in Personal Financial Planning and Business Management from Woodbury School of Business, Utah Valley University
  • In financial services industry since 2019

Roles & Responsibilities

  • Account research, paperwork preparation, estate settlement, high-level and technical service needs. When your situation gets complicated, Griffin will dig deep to find the answers you need.
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Kyle Chandler CRPC<sup>®</sup>, APMA<sup>®</sup>

Kyle Chandler CRPC®, APMA®

Paraplanner,

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR℠

Qualifications

  • Series 6
  • Series 7
  • Series 63
  • Series 65
  • Bachelor of Science from Linfield College
  • In financial services industry since 2017

Roles & Responsibilities

  • Account research, paperwork preparation, estate settlement, high-level and technical service needs. When your situation gets complicated, Kyle will dig deep to find the answers you need.
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Marta Benson

Marta Benson

Administrative Assistant

Timothy (TJ) Dicker

Timothy (TJ) Dicker

Operations Manager

Lyndsay McEntee

Lyndsay McEntee

Marketing Consultant

Starr Johnson

Starr Johnson

Operations Director,

Chief Operating Officer

Qualifications

  • BA from Carleton College
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Jenna Busick

Jenna Busick

Client Service Coordinator,

Office Manager
Amy Teel

Amy Teel

Paraplanner

Qualifications

  • Bachelor of Business Administration, Loyola Marymount University
  • Series 7
  • Series 66
  • In financial services industry since 2014

Roles & Responsibilities

  • Account research, paperwork preparation, estate settlement, high-level and technical service needs. When your situation gets complicated, Amy will dig deep to find the answers you need.
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Tiara Pajimola

Tiara Pajimola

Client Service Coordinator