Darby Ike Heidemann, CLU®, CRPS®, ChFC®

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.

 

 

 

 
Daniel Edmonds

Daniel Edmonds, CRPS®

Associate Wealth Management Advisor
Office 208-947-5241

Daniel is a recent graduate from Brigham Young University and transplant to the Treasure Valley.  He joined Northwestern Mutual in the summer of 2016 and has been working with Darby for the last year and a half. While working with Darby, he has spent most of his time focusing on the 401k book of business, helping to maintain current relationships as well as building new ones. He has helped coordinate the transition and onboarding of multiple 401k plans across several recordkeeping platforms. Additionally, he helps Darby run his personal investment business. Dan currently has a Series 7, 6 and 63 licenses as well as Life, Disability and Long-Term Care for the states of Idaho and Utah. He completed his Charted Retirement Plan Services (CRPS®), designation recently. Dan and his wife live in Boise and enjoy spending their time outdoors skiing, backpacking, fishing and hiking and they are expecting their first child in 2019.

 
Jackie L Taylor

Jackie L Taylor

Office Manager
Office 208-947-5270

Beginning her career in the financial services industry in 2000, Jackie brings over 18 years of in-depth experience to our offices. She has served in the capacity of Assistant to the Director of Finance, Office Manager, Business Coach and Consultant with various financial institutions. She also earned the Lincoln Financial Advisor Assistant of the Year award in 2012. Jackie currently holds Life, Disability, Long Term Care, Series 6 & Series 63 licenses and is an official Notary Public in Idaho and California. Accordingly, she capably manages our insurance operations, business financials as well as our Boise Office. She and her family moved to the Treasure Valley in 2013 and is an outstanding addition to our Team.

 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck