Frank Baldwin

HOW IS YOUR EXPERIENCE DIFFERENT WITH MATTERHORN? • Don’t pay a percentage of your assets—hourly or set fees instead—and no minimums • Experience the process of connecting with yourself through Life Planning to identify the most meaningful goals for you to accomplish, now. • Your Certified Financial Planner is also your CPA and can plan for and prepare your taxes. • You become educated and empowered to make your own financial decisions. • You maintain control over all of your assets, keep them wherever you want and make your own trades based on specific index-based investment recommendations. • Meet from your home (or anywhere!) virtually. • Night and weekend appointments available. • 20+ years of experience with clients from new investors to ultra-high net worth investors, plus real estate management experience.

David Gorham is a financial advisor at Liftoff Financial Planning in Pocatello, ID, holding a Series 65 credential with seven years of industry experience. He previously worked at Apex Advisors US and Tri-Merit before joining Liftoff Financial Planning in 2018. Liftoff Financial Planning is an independent registered investment adviser serving individual clients, employer-sponsored retirement plans, and business clients. The firm focuses on passive portfolio construction using index mutual funds and ETFs, while incorporating fundamental analysis and third-party managers, and offers tailored financial planning, employer plan advisory services, and educational courses.

Tracey Corta is a Series 65-licensed advisor with Jordan Wealth Management in Pocatello, Idaho, bringing 21 years of industry experience. She has been with Jordan & Company since 1998, where she is also a partner at an affiliated CPA firm providing accounting services and managing administrative duties. Jordan Wealth Management serves individuals, including high-net-worth clients, corporate pension and profit-sharing plans, and institutional clients. The firm employs a long-term, buy-and-hold investment strategy based on Modern Portfolio Theory, primarily using passively managed asset-class mutual funds supplemented by individual equities and fixed-income securities.

Angela Sleight is a CFP® professional with 21 years of industry experience. She is affiliated with Jordan Wealth Management and has been a principal and CPA at Jordan & Company, Chartered, an accounting firm providing tax preparation, financial statement preparation, and financial planning services since 1995. Jordan Wealth Management serves individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans and other institutional clients. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, using primarily passively managed mutual funds supplemented by individual equities and fixed-income securities.

Melinda Tuia is a financial advisor with Jordan Wealth Management in Pocatello, ID, holding a Series 65 designation and seven years of industry experience. She has been with Jordan & Company Chartered since 2015 and previously operated as a sole proprietor. Tuia is also a CPA and partner in an affiliated accounting firm, where she prepares tax returns and financial statements. Jordan Wealth Management serves individuals, corporate pension and profit-sharing plans, and other institutional clients, offering discretionary and non-discretionary portfolio management along with retirement-plan advisory services. The firm employs a Modern Portfolio Theory-based approach, focusing on long-term, buy-and-hold strategies using primarily passively managed mutual funds supplemented by individual equities and fixed income.

Andrew Smart is a Series 65-licensed financial advisor with Jordan Wealth Management in Pocatello, Idaho, bringing 15 years of industry experience. He has been with Jordan & Company since 2007. Jordan Wealth Management serves individual, corporate pension, profit-sharing, and institutional clients by providing discretionary and non-discretionary portfolio management alongside retirement-plan advisory services. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing long-term, buy-and-hold strategies using primarily passively managed mutual funds supplemented by individual equities and fixed-income securities.