Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Balanced Rock Financial Group
Team photo for Balanced Rock Financial Group

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Our advisors

Advisor photo for Jeffrey McMurdie

Jeffrey McMurdie

CFS®, CRPC

Private Wealth Advisor

Learn more about Jeffrey McMurdie
Advisor photo for Amy McMurdie

Amy McMurdie

CFP®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Amy McMurdie
Advisor photo for Nancy Albrethsen

Nancy Albrethsen

Associate Financial Advisor

Learn more about Nancy Albrethsen


Our team

Erica Parks

Erica Parks

Client Service Coordinator

Qualifications

  • Associates in Business Management and Entreprenuership, College of Southern Idaho
  • Notary Public, State of Idaho

Roles & Responsibilities

  • Handles incoming client calls and questions.
  • Schedules client meetings.
  • Manages application preparation.
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