Advisors at this firm
Craig V
Series 63, Series 65
Boise, ID
Trail Creek Advisors, LLC
Craig Verdi is the sole advisor at Trail Creek Advisors, LLC in Boise, ID, holding Series 63 and Series 65 licenses with 40 years of industry experience. He previously worked at CommonWealth Financial Network for 10 years and has operated Verdi Wealth Management since 2011. Outside of his advisory work, Verdi is an author and runs a marketing sole proprietorship related to his book. Trail Creek Advisors provides discretionary investment management to individuals, including high-net-worth clients, using a multi-indicator approach for asset allocation and security selection. The firm employs a broad range of investment vehicles and emphasizes ongoing research in its portfolio construction and review process.
Edward B
Series 63, Series 65
Boise, ID
Trail Creek Advisors, LLC
Edward Bondy is the sole advisor at Trail Creek Advisors, LLC, an independent firm based in Boise, ID. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. Prior to founding Trail Creek Advisors, Bondy was with PlanMember Securities Corporation for three years and has been associated with Aviara Wealth Advisors for over a decade. Outside of his advisory work, he is involved with Aviara Wealth Advisors in a limited insurance sales capacity. Trail Creek Advisors provides discretionary investment management to individuals, including high-net-worth clients, using a diverse investment toolkit and a research-driven approach that combines computer models, economic data, and multiple indicators to guide portfolio construction and asset allocation.