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About Us
Patricia Martín (Rodriguez)
Fiduciary Investment Adviser Representative
Insurance & Retirement Planning Expert
Insurance & Retirement Planning Expert
Fiduciary Investment Adviser Representative
Insurance & Retirement Planning Expert
Growing up in a small Idaho farming town her parents taught her by example the value of hard work & resilience.
Her dad loved to fix & flip properties in his spare time, however, lacking knowledge of financial education for investing, his endeavors often created more work than income. This upbringing encouraged her to address the barrier
Growing up in a small Idaho farming town her parents taught her by example the value of hard work & resilience.
Her dad loved to fix & flip properties in his spare time, however, lacking knowledge of financial education for investing, his endeavors often created more work than income. This upbringing encouraged her to address the barrier of financial literacy, especially among women.
As women become more educated about money they'll have even more financial independence & create effective change in our society.
She graduated from Idaho State University with a Degree in Laser Optical Engineering.
In 2006, she opened a franchise insurance & financial services practice with Horace Mann Investors, the largest Insurance & Investment company primarily serving educators with retirement planning.
After 14 years, she pivoted from the captive world to the independent world.
As a broker, she has more autonomy to truly represent her clients, and not the insurance company in selecting the best products for her clients.
Eric Elam
Fiduciary Investment Adviser Representative
Fiduciary Investment Adviser Representative
Fiduciary Investment Adviser Representative
Fiduciary Investment Adviser Representative
Fiduciary Investment Adviser Representative
Eric started in the industry a decade ago to help people by ensuring that they did NOT have the same experience he had with other Financial Advisors.
At the age of 21, Eric lost both his parents to an accident and discovered they were "the millionaires next door".
In their early 60's they thought they had years ahead of them and so they
Eric started in the industry a decade ago to help people by ensuring that they did NOT have the same experience he had with other Financial Advisors.
At the age of 21, Eric lost both his parents to an accident and discovered they were "the millionaires next door".
In their early 60's they thought they had years ahead of them and so they had no estate plan in place.
His parents had all of their money in the market during early 2008.
Not knowing better at the time he shifted all of the inheritance into bank accounts, against advice, and watched what happened to all those around him during the market crash that followed.
He then went to advisor after advisor looking for help with his part of the inheritance.
All of them had a great product to sell but all had the same results as everyone else.
They lost lots of money and said that was typical.
Frustrated he finished school and dove into buying businesses and real estate, started working with a Financial firm and soon began managing and training new advisors.
Eric now helps clients, both business owners AND individuals by creating a custom and PERSONALIZED comprehensive financial plan.
Using a proprietary planning process to prepare and protect clients for any market condition using real estate, market investments, guaranteed products and even shifting the money to cash if conditions require.
His advanced planning includes Tax free retirement planning, Business and exit planning.
He feels it is his responsibility to prepare and educate clients for all situations so they don’t have to worry about their financial future.
Kandance Magee
Benefits Coordinator
Benefits Coordinator
Benefits Coordinator
Benefits Coordinator
Benefits Coordinator
Kandance's is licensed expert in benefits for small businesses, independent contractors and self employed individuals.