Advisors at this firm
Jackson Y
CFA®, Series 65
Coeur D'alene, ID
Archer Wealth Advisors
Jackson Yenor is a CFA® charterholder with four years of industry experience. He is currently with Archer Wealth Advisors and also serves as a Senior Analyst and Fractional CFO at Archer Strategic Advisors, PLLC, where he focuses on accounting, tax strategy, and compliance. Prior to joining Archer Wealth Advisors, Yenor worked at Tumwater Wealth Management and held roles at the Association of Classical Christian Schools and Ashland University. Archer Wealth Advisors provides financial planning and portfolio management primarily to individual and high-net-worth clients, as well as small businesses. The firm employs a quantitative investment approach based on Modern Portfolio Theory and offers services including retirement, tax-aware, special-needs, and divorce planning.
Skyler K
Series 65
Coeur D'alene, ID
Archer Wealth Advisors
Skyler Kressin is a financial advisor at Archer Wealth Advisors with a Series 65 credential and one year of industry experience. He has prior experience at Talley, LLP and serves as CEO and CPA of Archer Strategic Advisors, PLLC, an accounting services firm. Archer Wealth Advisors provides financial planning and portfolio management primarily to individual and high-net-worth clients, as well as small businesses. The firm employs quantitative analysis and Modern Portfolio Theory to construct portfolios and offers services including retirement planning, tax-aware strategies, and access to insurance solutions.
John S
CFP®, Series 66
Coeur D'alene, ID
Archer Wealth Advisors
John Schannep is a CFP® professional with 13 years of industry experience, currently affiliated with Archer Wealth Advisors in Coeur D'Alene, ID. His prior roles include positions at Southwest Investment Advisors, LPL Financial, and Orange Capital Management. In addition to his advisory work, Schannep is involved in an accounting practice focused on tax strategy through Archer Strategic Advisors, PLLC. Archer Wealth Advisors serves individual and high-net-worth clients as well as small businesses, offering financial planning and portfolio management that incorporates quantitative analysis and Modern Portfolio Theory. The firm integrates investment management with tax and accounting services through its affiliation with Archer Strategic Advisors, PLLC.