Darby Ike Heidemann, MBA, CRPS®, CLU®

Wealth Management Advisor

My Team

When you became my client, you placed your trust in me to help make your vision a reality. I honor that trust with the help of my expert support staff. Together, we make a strong commitment to customer service.

If at any time you have a question, concern or need, please let us know.




Jackie L Taylor

Jackie L Taylor

Office Manager
Office 208-947-5270

Beginning her career in the financial services industry in 2000, Jackie brings 14 years of in-depth experience to our office. She has served clients in the capacity of Assistant to the Director of Finance, Office Manager and Business Coach and Consultant with various companies and earned the Lincoln Financial Advisor Assistant of the Year in 2012. Jackie currently holds Life, Disability, Long Term Care, Series 6 and Series 63 licenses and is an official Notary Public in Idaho and California. Accordingly, she capably manages our insurance operations and business financials as well as our Boise Office. She and her family recently moved to Treasure Valley and is an outstanding addition to our Team.


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