Aspen Capital Management, LLC

Johann Simpson is a financial advisor at Aspen Capital Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Aspen Capital Management, he was involved with Digestive Health Clinic LLC and held roles at Apex Leaders LLC, Visit Pay, and Boise State University. He also serves part-time as a bookkeeper for Idah20 PLLC, a water rights law practice. Aspen Capital Management provides personalized, fee-only financial planning and investment management primarily to individuals and families. The firm manages approximately $1.1 billion on a discretionary basis and employs a strategic asset allocation approach focused on global equities, REITs, and multi-sector bond funds.

Lavea Thomas is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Aspen Capital Management, LLC since 2021. Her prior roles include positions at Legacy Wealth Management, LLC, Waypoint Direct Investments, LLC, Megatel Capital Investment, and Emerson Equity LLC. Outside of her advisory work, she is associated with TNT Enterprises, LLC, a real estate management entity primarily managed by her husband. Aspen Capital Management is a fee-only firm that provides personalized financial planning and investment management services to individuals, families, trusts, estates, small businesses, and nonprofit organizations. The firm manages approximately $1.1 billion on a discretionary basis, employing strategic asset allocation with a focus on global equities, REITs, and multi-sector bond funds, and emphasizes the use of no-load mutual funds and ETFs.

Nathan Burman is a Series 65-credentialed advisor with Aspen Capital Management, LLC in Boise, ID, where he has worked since 2022. He has three years of industry experience, following a decade in full-time education. Aspen Capital Management provides fee-only financial planning and investment management primarily to individuals and families, offering services such as asset management, retirement and education planning, and investment tax guidance. The firm manages approximately $1.1 billion with a focus on strategic asset allocation including global equities, REITs, and multi-sector bond funds.

Michael Keller is a financial advisor at Aspen Capital Management, LLC in Boise, ID, holding a Series 65 designation. He has experience working in higher education from 2012 to 2025 and has been with Aspen Capital Management since 2025. Outside of finance, he owns and operates a vending machine business in Boise. Aspen Capital Management provides fee-only financial planning and investment management services primarily to individuals and families, along with trusts, estates, small businesses, and nonprofits. The firm manages approximately $1.1 billion using strategic asset allocation focused on global equities, REITs, and multi-sector bond funds, employing no-load mutual funds and ETFs.

Trevor Hotmer is a financial advisor at Aspen Capital Management, LLC in Boise, ID, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Boise State University, Golf Galaxy, Western Express Lending, and Domino's. Aspen Capital Management provides personalized, fee-only financial planning and investment management primarily to individuals and families. The firm manages approximately $1.1 billion on a discretionary basis, focusing on strategic asset allocation with global equity, REITs, and multi-sector bond funds, and utilizes no-load mutual funds and ETFs.

Scott Warner is a financial advisor at Aspen Capital Management, LLC in Boise, ID. He holds a Series 65 designation and has one year of industry experience. His prior work history includes roles at Boise State University, Korn Ferry, Sonoma State University, and service in the United States Marine Corps. Outside of his advisory work, he is a general partner in the Warner Family Partnership, an investment-related business. Aspen Capital Management provides personalized, fee-only financial planning and investment management primarily to individuals and families. The firm manages approximately $1.1 billion on a discretionary basis, employing strategic asset allocation with a focus on global equity, REITs, and multi-sector bond funds.

Rachel Lysne is a financial advisor at Aspen Capital Management, LLC in Boise, ID, holding a Series 65 designation with seven years of industry experience. Her prior work includes roles in publishing and tutoring, as well as a period of extended travel. Aspen Capital Management provides personalized, fee-only financial planning and investment management primarily to individuals and families, utilizing strategic asset allocation with a focus on global equities, REITs, and multi-sector bond funds. The firm manages approximately $1.1 billion on a discretionary basis and emphasizes regular portfolio reviews and the use of no-load mutual funds and ETFs.

Maranda Barnhart is a financial advisor at Aspen Capital Management, LLC in Boise, ID. She holds a Series 65 credential and has one year of industry experience. Her prior work includes roles in education at the College of Western Idaho and other positions before joining Aspen Capital Management. Aspen Capital Management provides personalized, fee-only financial planning and investment management primarily to individuals and families. The firm manages approximately $1.1 billion using strategic asset allocation focused on global equities, REITs, and multi-sector bond funds, employing no-load mutual funds and ETFs.

Taj Pereira is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Aspen Capital Management, LLC with three years of industry experience. Prior to joining Aspen Capital Management, he worked at Fidelity Investments and has experience in cancer research network administration. Aspen Capital Management provides personalized, fee-only financial planning and investment management primarily to individuals and families. The firm manages approximately $1.1 billion using strategic asset allocation focused on global equity, REITs, and multi-sector bond funds, employing predominantly no-load mutual funds and ETFs.

Mike Mers is a financial advisor at Aspen Capital Management, LLC in Boise, ID, holding a Series 65 designation and with 20 years of industry experience. He has been with Aspen Capital Management since 2002. Aspen Capital Management provides personalized, fee-only financial planning and investment management primarily to individuals and families, utilizing strategic asset allocation with an emphasis on global equity, REITs, and multi-sector bond funds. The firm manages approximately $1.1 billion on a discretionary basis and employs no-load mutual funds and ETFs, including those from Dimensional Fund Advisors.