Broker Check

Family History

Family Matters

Family Matters

Les Atchley started Atchley Financial Group in 1986. Les’s wife, Janet, is the Chief Operating Officer for the firm. In 2004, they brought on their daughter and son-in-law, Aimee and Michael Tanneberger, as advisors and principals of the firm. Les is President and Aimee is Vice President of AFG. Chelsey Fuhrman, AFG's Director of Operations, along with Emily and Laurie, AFG's Client Relations Supervisors, have all been an integral part of the team since joining the firm.

Our clients have told us that they love the fact that two generations serve them and their families. Who knows? Perhaps Les and Janet's grandchildren, Brayden and Emily, will one day make AFG a three-generation family business.

Founded Atchley Financial GroupIn 1986, while living in Pasadena, CA, Les Atchley founded Atchley Financial Group. He built the firm from the ground up in a small cubicle in the South Bay of Southern California, with no more than a phone book, an HP-12c calculator, a telephone, and a yellow notepad.

1986

1992

Moved the Business to Downtown LAIn 1992 Les and Janet Atchley moved their respective businesses to downtown LA. Janet took on the role of COO for AFG while her upscale jewelry business and the firm grew side by side.

Aimee and Michael Tanneberger Join the FirmLes’s stepdaughter and son-in-law, Aimee and Michael Tanneberger, affiliated with AFG in 2004. Soon after, they earned their securities licenses and other credentials while becoming principals of the firm.

2004

2005

Relocated to North IdahoIn 2005 the Atchleys and Tannebergers decided to move from Los Angeles to beautiful Coeur d’Alene, Idaho. They continue to serve and meet clients in Southern California, while building the business in North Idaho.

What Sets Us Apart

Client Centered

Our firm strongly believes that a unique team approach to financial planning helps us better serve our clients. This is just one of many things that sets us apart from other firms.

Our holistic planning style means that we work with our clients in many areas of their financial lives. We focus on investment planning, but also address retirement planning, estate planning, educational planning, and insurance planning.

The individual plans and portfolios we create for clients are goal-driven rather than based on investing to outguess the markets and the economy. We revisit each plan at least annually to ensure that it aligns with each client’s current financial goals.

As fiduciaries, we are required to adhere to certain standards and always place our clients’ interests above our own. What separates us from other fiduciaries, however, are these additional commitments we make to you as our client:

  • We promise we will care for you and do everything we can to help you pursue your financial goals.
  • We will invest your money as carefully as we invest our own money, because we know your hopes and dreams are as sacred to you as ours are to us.
  • We commit to tell you the plain, unvarnished truth, especially when you may not want to hear it.
  • If we don’t know the answer to something you ask us, we will tell you we don’t know, and then we will move heaven and earth to find the answer. 
  • If you decide to work with us, we want you to know that you will be working directly with our team, and not with a large, unaccountable entity.

When you become a client of AFG, you are joining a family. We look forward to building a strong and lasting partnership with you over many decades.

- Les Atchley, CFP, MBA, President

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