Our Team at Atchley Financial Group

I am a Certified Financial Planner™ practitioner, and I hold a Master of Business Administration (MBA). I hold Series 7, 24, and 63 securities licenses.  I am also a State of Idaho and California insurance agent.  Doing our part to care for the folks in our local North Idaho community is important to my wife, Janet, and me.  We are emeritus members of the Board of Directors for the Salvation Army’s Kroc Community Center and are happy, productive members of the Rotary Club of Coeur d’Alene. Janet and I are members of St. Pius X Catholic Church, and I serve on the church’s finance committee.  Atchley Financial Group has worked closely with aerospace and other retirees since 1986.  We help families build wealth so they can retire, enjoy life, help those who are less fortunate, and pass wealth to their heirs.  I consider financial planning to be a business of intense love, and it is fun. I love to bowl when I find the time—my average is about 200—and I’ve bowled three perfect games, all in practice.  I bowled a 299 in our Rotary league in Southern California.  Janet and I love to hike and enjoy adventures around the world.  

I am a Certified Financial Planner™ practitioner and I hold Series 7, 24, and 63 securities licenses.  I have been in the financial services industry since 2004 when I first joined our family firm.

I am a proud member of the Coeur d'Alene Rotary Club and the Coeur d'Alene Chamber of Commerce.  I have been previously named one of North Idaho’s Top 30 Under 40.  I specialize in life planning and working with people for whom life has suddenly changed.  I am especially drawn to helping women who are recently divorced or widowed. My great joy is helping all our clients build wealth so they can retire with the confidence that they will enjoy the retirement they deserve.

I enjoy spending time with Mike, our two kids (Brayden and Emily), and our many cats.  With my family, I like to travel, conquer escape rooms and watch Emily compete with her soccer club.  As a graduate of the University of Michigan, you can find me cheering on the Wolverines during college football season – Go blue!

*Idaho's Top 30 under 40 is a community-based award. This award may not be representative of the experience of all clients, and is not a guarantee of future investment success.

I hold the Series 7, Series 63, and Series 65 securities licenses, and I am a state of Idaho insurance agent.  I have been in the financial services industry since 1999 and I am a Retirement Income Certified Professional^®, Accredited Wealth Management Advisor^SM, and Accredited Asset Management Specialist^SM.  

I am a proud member of the Coeur d’Alene Rotary Club and a past member of the Board of Directors of the Sunrise Rotary Club of Coeur d’Alene.  I am also a member of the Coeur d’Alene Chamber of Commerce and was previously named one of North Idaho’s Top 30 Under 40*. I am registered as a Notary Public for the state of Idaho.  I specialize in analyzing comprehensive financial planning issues and investment solutions for our clients.

I enjoy reading historical mysteries and watching sports.  As a native Texan, I have a bias toward the Spurs, Cowboys, Astros, and Longhorns.  However, my favorite team to cheer for is my daughter Emily’s Thorns Soccer Club.  Aimee and I enjoy traveling with our two kids, Brayden and Emily.  We love to explore new destinations, hike and find ways to take advantage of time with our family.

 *Top 30 under 40 is a community-based award. This award may not be representative of the experience of all clients, and is not a guarantee of future investment success.

I have been in the financial services industry since 1997 and serve as AFG’s Chief Financial Officer.  I continue to serve as an emeritus board member for the Salvation Army’s Kroc Community Center, and I am actively involved in the Rotary Club of Coeur d’Alene.  I have served as Board Chairman for several non-profits over the years.  I graduated from USC, where I was president of the Kappa Alpha Theta Sorority.  I became a sixth-grade grade teacher at Westridge School for Girls in Pasadena.  I created the school’s drill team, which won three straight competitions at Disneyland against more than eighty teams. 

I grew up in a family-owned, multi-generational wholesale jewelry business based in Los Angeles.  My father hired me to sell to the finer stores in the US, including Tiffany’s in New York, C.D. Peacock’s in Chicago, Gump’s and Shreve’s in San Francisco, and many others.  After selling for my father for years, I built my own jewelry business, catering to a private clientele in Southern California.  When we moved to Coeur d’Alene in 2005, I became a full-time principal of Atchley Financial Group.

I love watching our four grandchildren become wonderful people.  I also adore our four cats, but I’m partial to Louie, our sassy Siamese.  Les and I enjoy hiking and traveling and doing all we can to help make the world a better place.     

I graduated from The University of South Dakota Beacom School of Business, where I received my bachelor’s degree in Business Administration. I have a background in marketing and management with more than twelve years in customer service experience. My role with Atchley Financial Group is to help oversee and manage the firm’s daily activities, marketing, and operations.  My mission is to help our clients transact business through a smooth and efficient process.

I enjoy traveling and visiting family and friends while taking any opportunity to explore the great outdoors. My family loves spending quality time at the lake on our boat. As a Coeur d’Alene Ironman 2022 70.3 finisher, you can still find me swimming, biking, and running in my free time. My husband and I enjoy trying new recipes cooking and baking while spending time together with our son Vincent and Maltipoo Ted.

I was born in California and grew up in Nashville, Tennessee. I have a background in property management in both Tennessee and Idaho. I have significant experience in client service and resolution management. My role with Atchley Financial Group is to help support our staff in ensuring client satisfaction exceeds expectations. I assist our team in a variety of client and advisor-requested tasks. I play an important role in maintaining ongoing client relationships in line with the company and broker-dealer policies and practices. I am on the Christmas for All (Year) local charity and plan to join the Kootenai County Young Professionals.

When I am not working, I enjoy time to myself to read and write. In the summer, I enjoy playing tennis with my friends, hiking Tubbs Hill, and going out on the lake. We try not to hibernate over the winter and look forward to learning how to snowboard and take advantage of the great outdoors North Idaho has to offer!

I am a graduate of North Idaho College with an associate’s degree in Office Administration. Born and raised in North Idaho, I spent 25 years in the Adventure Travel industry gaining experience in customer service as well as office and operations management. My experience and love of organization help me excel as a Client Relations Supervisor.  My role with Atchley Financial Group is to help ensure client satisfaction while performing a wide variety of client and advisor-requested tasks.  I play an important role in maintaining ongoing client relationships in accordance with the company and broker-dealer policies, practices, and services.

Outside of work, I love to spend time with my two adult children and my Dad.  Most Sundays, you’ll find me watching a football game (Go Hawks!) or enjoying “Family Game Night”.  I am also a voracious reader. I love to curl up with my three pups (Talia, Monte, and Chewy) and dig into a good book whenever I can.