Our vision is to help people realize their dreams. Our team exists to attract and provide outstanding service to high net worth individuals, successful companies and non-profit organizations in order to help them identify and pursue their financial goals.
Sandy has over 30 years of experience helping clients identify and achieve their financial goals. She is directly responsible for the implementation of strategic and tactical wealth management strategies. In addition to helping clients build and protect wealth, Sandy ensures that investment strategies complement estate planning strategies. Sandy graduated summa cum laude from Virginia Tech with a B.S. in accounting. She passed the CPA exam with high distinction, and was employed by both predecessor firms of PricewaterhouseCoopers. She currently serves as Chairman of the Board of the Boise Rescue Mission and as a member of the Roman Catholic Diocese of Boise Finance Council. She has served as Chairman of the St. Luke's Health Foundation, as President of the Boise Rescue Mission Foundation, and was a charter member of the Idaho Women's Charitable Foundation. She co-chaired the capital campaign for City Light Home for Women and Children, the Valley Women and Children's Shelter in Nampa, and has served on the Boards of the Thomas Foundation, Immanuel Lutheran Church and Luther Heights Bible Camp. Sandy has appeared on Fox Business News and has been a regular guest on KTVB's It's Your Business program. She was named a Barron's Top advisor ranked #1 in Idaho in 2012, 2016, 2017, and 2018; in addition she has be recognized as a Forbes America's Top Women Advisor and a Forbes Best-In-State Wealth Advisor in 2018 and 2019. A native of Idaho, Sandy and her husband live in Boise and have three children.
AZ, CA, CO, CT, FL, ID, IN, ME, MI, MN, MS, MT, NE, NM, NV, NY, OH, OK, OR, SD, TX, UT, WA, WY
Bill has over 40 years of experience partnering with clients to help them pursue their financial goals using stock portfolios and other investment strategies. He began his career with Merrill Lynch after receiving his M.B.A. from Indiana University in 1972. Bill worked as a Financial Advisor, and after being appointed Vice President in 1992, was selected to become a Managing Director, serving in that capacity for 15 years. During that time, he was responsible for 25 offices in Texas, California, Arizona and Idaho from 1993 to 2007. Bill moved back to Boise in 2008 to join the Dalton Bahney Treinen Wealth Management Group. He has a son, daughter-in-law, grandson, and granddaughter who reside in the East Bay.
AZ, CA, CO, CT, ID, IN, MI, NV, NY, OR, TX, UT, WA
Michael S. Treinen
As a CERTIFIED FINANCIAL PLANNER™ professional, Mike addresses major planning areas such as financial planning, investment planning, income tax planning, retirement planning, estate planning, insurance planning, and employee benefits planning. Mike also has his Certified Divorce Financial Analyst™ designation. He graduated magna cum laude from the University of Denver with a Bachelor of Science degree, and went on to receive an M.B.A. from the University of Denver’s Daniels College of Business. His M.B.A. program focused on finance, emphasizing such topics as managing portfolio risk and analyzing investments. Mike is on the Board of Directors for the Idaho Catholic Foundation, where he serves on the Investment and Executive Committees. He is also on the Board of Directors for Opera Idaho and served on the Board of Directors for Caring Hearts and Hands of Hope, a local non-profit that provides educational support to orphans in Kenya. Mike was recognized as a Forbes America's Top Next-Generation Wealth Advisor in 2017, 2018, and 2019. Mike resides in Boise with his wife, two sons, and daughter. He enjoys spending time in the Idaho outdoors with his family.
AZ, CA, CO, CT, FL, ID, ME, MI, MN, ND, NE, NM, NV, NY, OH, OR, TN, TX, UT, WA, WI, WY
Ben partners with clients to help them pursue their financial goals using stock portfolios and other investment strategies. He graduated from Boise State University with a Bachelor's degree in Business Economics. Ben joined the Dalton Bahney Treinen Wealth Management Group in 2012 and holds both the Series 7 and Series 66 securities licenses. He is active within Toastmasters International, Boise Young Professionals, and serves on the board of Caring Hearts and Hands of Hope. Ben and his wife enjoy fishing, golfing, and spending time outdoors in the Treasure Valley. They just welcomed their first daughter and are expecting twins in the spring.
AZ, CA, CO, CT, FL, ID, ME, MI, MN, MO, MS, MT, NE, NM, NV, NY, OH, OR, TX, UT, VA, WA, WY
Breanna has been the lead client service associate with the Dalton Bahney Treinen Wealth Management Group for 5 years, managing all aspects of client service for the team. She is responsible for asset transfer, banking and lending services, and trading and research support. Breanna graduated from Boise State University in 2012 with a Bachelor's degree in Political Science emphasizing Public Law and Political Philosophy. Breanna holds both the Series 7 and Series 66 securities licenses. She enjoys salmon and halibut fishing in Alaska, chukar hunting in Idaho, and is expecting her first child in December.
CO, CT, ID, WA
The newest member of the team, Jill brings over 15 years of experience in the financial/investment field. Combining over 10 years of administrative operations with 5 years of advisory practice, she is responsible for all facets of client service. Jill holds both her Series 7 and Series 66 securities licenses. Having graduated from Abilene Christian University in 1994 with a Bachelor's degree in Music for Classical Vocal Performance, she has performed multiple roles in operas and musicals in venues from Sacramento to Tampa. She spends her recreational time cooking, traveling, attending concerts and movies, and laughing a lot with her son, Rowan.