Interwest Investment Advisors, Inc

Kory Holker is a financial advisor at Interwest Investment Advisors, Inc. with eight years of industry experience. He holds a Series 65 designation and also manages a licensed insurance agency and a tax preparation practice. His prior roles include positions at New Generation Wealth Management, LLC and Asset Protection Advisors, Inc. Interwest Investment Advisors provides discretionary portfolio management, financial planning, and retirement-plan advisory services primarily to individual clients, including high-net-worth households. The firm emphasizes personalized asset allocation and portfolio monitoring, conducting regular account reviews and partnering with a third-party portfolio manager for model strategy implementation.

David Tidwell is a financial advisor at Interwest Investment Advisors, Inc. in Boise, ID, with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Interwest since 2006. Outside of his advisory role, he manages agricultural operations through JRT, LLC and serves as president of Treasure Enterprises Inc. Interwest Investment Advisors provides discretionary portfolio management, financial planning, and retirement-plan advisory services primarily to individual and high-net-worth clients. The firm emphasizes personalized asset allocation and portfolio monitoring, incorporating fundamental, technical, and cyclical analysis, and collaborates with a third-party portfolio manager to select and manage model strategies.