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Jordan Haines

Advisor at Drucker Wealth

Updated today

Location

Kuna, ID

Credentials

CFP®, Series 65

Industry experience

4 years

About

Jordan Haines is a CFP® with four years of industry experience, currently serving as an advisor at Drucker Wealth. He previously worked at Dentist Advisors and Elements Technology, Inc., among other firms. Outside of his advisory role, Jordan is the founder of Scaling Motion, a consulting business. Drucker Wealth serves individual and high-net-worth clients, including professionals in pre-retirement, technology, and medical fields, as well as small business owners. The firm offers comprehensive financial planning and discretionary investment management using a mix of fundamental, technical, tactical, and behavioral approaches.

Client services

Based on Drucker Wealth

Financial planning Portfolio management

Expertise

Based on Drucker Wealth

Equity Recipients (RS/RSU, SOP, ESPP) Tax strategies for small businesses General tax planning Wealth management

Occupation focus

Based on Drucker Wealth

Technology Professional Founder/Business Owner

Demographic focus

Based on Drucker Wealth

HENRY (High Earners, Not Rich Yet) Newlywed/Engaged Young Families

Fee options

Fixed

Fixed fees for financial planning ($3,000 to $8,000) and estate planning platform fee (up to $2,499)

Commissions

Commission compensation for certain investment advisor representatives acting as registered representatives or insurance agents

Other

Account minimum: $7,500 minimum annual fee Minimum fee: $7,500 minimum annual fee for asset management services Fee-only: Fixed financial planning fees ranging from $3,000 to $8,000; Estate planning platform fee up to $2,499

Location

Kuna, ID

Most active in

Utah

Work history

Drucker Wealth

2025 - Present (1 year)

Scaling Motions

2025 - Present (1 year)

Dentist Advisors

2024 - 2025 (1 year)

Elements Technology, Inc.

2020 - 2024 (4 years)

Dentist Advisors

2019 - 2022 (3 years)

Sound Financial Planning, Inc.

2019 - 2019 (1 year)

Sound Financial Planning, Inc.

2019 - 2019 (1 year)

Frandsen Morrill Advisors

2018 - 2018 (1 year)

Western Digital

2017 - 2019 (2 years)

SecurityMetrics

2015 - 2017 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Brennain V

Series 65

Boise, ID

XYPN Invest

Focused on creating an organization that could provide comprehensive and integrated investment management, financial, tax and estate planning, and business advisory services. Today, Hoeven Wealth has a comprehensive network of partners to ensure continuity and consistency across your financial life. Though originally from the Netherlands, Brennain is nearly a lifelong native of the Northwest. He completed his undergraduate degrees in Accounting and Business Administration at University of Washington and postgraduate in Financial Strategy at University of Oxford, graduating with Distinction.

Wealth management Liquidity event planning Business ownership considerations Business exit / sale strategy Business succession planning Engineering Professional Established Professionals Mid-Career Professionals
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Richard B

CFP®, Series 65

Boise, ID

Table Rock Financial Planning

Richard Boss is a CFP® professional with 11 years of experience in financial advising, currently operating as the sole advisor at Table Rock Financial Planning in Boise, ID. He has been with Table Rock since 2009. Table Rock Financial Planning is an independent firm serving individuals, trusts, estates, pension plans, and businesses with fee-only financial planning, investment consultation, and discretionary investment supervisory services. The firm manages approximately $35.3 million in client assets, emphasizing a diversified, research-based investment approach that incorporates low-cost index funds and ETFs with a value tilt and selective active strategies.

General retirement planning College savings (529s, UTMA, etc.) Charitable giving & philanthropy General tax planning Passive / index investing
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Gustavo G

Series 63, Series 65

Boise, ID

Integrated Financial Management, LLC

Gustavo Gonzalez is a financial advisor at Integrated Financial Management, LLC in Boise, ID, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Capital Asset Management, LLC and First Allied Advisory Services, INC. Outside of advising, he serves as a board member for the Idaho Inferno Soccer Club and is a licensed notary. Integrated Financial Management, LLC provides advisory services to individuals and high-net-worth clients, focusing on financial planning and investment advice through third-party managed-account platforms rather than direct portfolio management. The firm conducts due diligence and ongoing reviews of recommended managers, utilizing mutual funds, ETFs, fixed income, insurance products, and select international securities.

General retirement planning College savings (529s, UTMA, etc.) General estate planning guidance
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Jeremy O

Series 65

Boise, ID

JCO Advisors LLC

Jeremy Ouchley is the principal of JCO Advisors LLC in Boise, Idaho, holding a Series 65 designation with two years of industry experience. Prior to founding JCO Advisors, he worked at AmerisourceBergen Corp. for seven years and currently owns and operates Ouchley Law PLLC, a law firm providing legal services primarily to business clients. JCO Advisors LLC offers holistic financial planning, discretionary investment management, retirement plan consulting, and business consulting to a diverse client base including individuals, families, trusts, charitable organizations, and corporations. The firm employs a disciplined, long-term asset allocation strategy focused on no-load mutual funds and ETFs, integrating planning with investment oversight and offering both ongoing and project-based services.

Retirement withdrawal strategies College savings (529s, UTMA, etc.) Attorney Founder/Business Owner Established Professionals
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Collin T

CFP®, Series 65

Boise, ID

Arc Advisers LLC

Collin Todd is a CFP® and holds a Series 65 license with 15 years of industry experience. He has worked at Arc Advisers LLC since 2020 and previously at First Affirmative Financial Network, LLC and New Outlook Financial, LLC. Arc Advisers LLC is an independent, fee-only firm serving individuals, trusts, retirement accounts, foundations, and small businesses. The firm emphasizes sustainable and responsible investing, tailoring strategies to clients’ values while providing comprehensive financial planning and ongoing portfolio management without taking custody of assets.

ESG / Sustainable investing Tax-loss harvesting Charitable giving tax strategies General estate planning guidance Wealth management
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Matthew C

CFP®, Series 65

Boise, ID

Inspire Wealth Partners

Matthew Cooley is a CFP®-certified financial advisor with 10 years of industry experience. He is the principal of Inspire Wealth Partners, an independent firm based in Boise, ID, where he has worked since 2019. His prior experience includes roles at Homestone Real Estate Partners, Aspen Capital Management, and Moss Adams Wealth Advisors. Inspire Wealth Partners provides comprehensive financial planning and discretionary investment management to individual and high-net-worth clients. The firm focuses on strategic asset allocation using primarily passive, low-cost mutual funds and ETFs to build diversified, tax-aware portfolios managed on a discretionary basis.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
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