Our Team at Atchley Financial Group Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you. Les Atchley President 208.664.1900 208.664.4162 email@example.com Les Atchley is a Certified Financial Planner™ and has a Masters in Business Administration. He holds Series 7, 24, and 63 securities licenses and is a state of Idaho and California insurance agent. He has been a leader in the financial services industry since 1986. He is an emeritus member of the Board of Directors for the Salvation Army’s Kroc Community Center, a member of the Coeur d’Alene Chamber of Commerce, a member of the Coeur d’Alene Rotary Club. Les is a member of the St. Thomas Church’s Finance Committee and a past member of the Rotary Club of Los Angeles (LA5). Since 1988 Les has specialized in helping aerospace employees retire with dignity, security and independence. He also works closely with other families who share our firm’s values. Aimee Tanneberger Vice President 208.664.1900 208.664.4162 firstname.lastname@example.org Aimee Tanneberger is a Certified Financial Planner™ practitioner, and holds a Series 7, 24 and Series 63 securities licenses. She is a graduate of the University of Michigan and has been in the financial services industry since 2004. She is a member of the Coeur d'Alene Rotary Club and the Coeur d'Alene Chamber of Commerce. She has been named one of North Idaho’s Top 30 Under 40. She specializes in life planning and working with people for whom life has suddenly changed. Aimee is especially drawn to helping women who are recently divorced or widowed. She loves helping all our clients build wealth so they can retire with the confidence that they will enjoy rising income streams through the years.*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. Michael Tanneberger Financial Advisor 208.664.1900 208.664.4162 email@example.com Michael Tanneberger has earned the Retirement Income Certified Professional®, Accredited Wealth Management AdvisorSM and Accredited Asset Management SpecialistSM designations. He holds Series 7, Series 63 and Series 65 securities licenses and is a state of Idaho insurance agent. He has been in the financial services industry since 1999. Michael is a member of Coeur d’Alene Rotary Club and a past member of the Board of Directors of the Sunrise Rotary Club of Coeur d’Alene. He is also a member of the Coeur d’Alene Chamber of Commerce and has been named one of North Idaho’s Top 30 Under 40. Michael is registered as a Notary Public for the state of Idaho. He specializes in analyzing comprehensive financial planning issues and investment solutions for our clients. *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. Janet Atchley Chief Operating Officer 208.664.1900 208.664.4162 firstname.lastname@example.org Janet Atchley has been in the financial services industry since 1997 and serves as our firm’s Chief Operations Officer. She holds Series 7 and Series 63 securities licenses. She continues to be an active and prominent member of the community. She is currently a member of the Coeur d’Alene Rotary Club. She serves as an emeritus member of the Board of Directors for the Salvation Army’s Kroc Community Center. She is a member of the Coeur d’Alene Chamber of Commerce and is a past president of the Rotary Club of Los Angeles (LA5). Chelsey Fuhrman Director of Operations 208.664.1900 208.664.4162 email@example.com Chelsey is a graduate from The University of South Dakota Beacom School of Business where she received her bachelor’s degree in Business Administration. Chelsey has a background in marketing and management with a total of 11 years customer service experience. Her role with Atchley Financial Group is to help oversee and manage the business’s daily activities and operations. Her mission is to help our clients transact business through a smooth and efficient process. Emily Johnston Client Relations Supervisor 208-664-1900 208-664-4162 firstname.lastname@example.org Emily was born in California and grew up in Nashville, Tennessee. Emily has a background in property management in both Tennessee and Idaho. She has significant experience in client services and resolution management. Her role with Atchley Financial Group is to help support our staff in ensuring client satisfaction exceeds expectations. Emily assists our team in a wide variety of client and advisor requested tasks. Emily plays an important role in maintaining ongoing client relationships in accordance with the company and broker-dealer policies, practices, and services. Laurie Deans Client Relations Supervisor 208-664-1900 205-664-4162 Laurie@atchleyfinancial.com Laurie is a graduate of North Idaho College with an associate’s degree in Office Administration. Born and raised in North Idaho, she has over 20 years of experience in the customer service industry including office and operations management. Her experience and love of organization helps her excel in her role as Client Relations Supervisor. Her role with Atchley Financial Group is to help ensure client satisfaction while performing a wide variety of client and advisor requested tasks. Laurie plays an important role in maintaining ongoing client relationships in accordance with the company and broker-dealer policies, practices, and services.