Making Good in Banking and finance: Idaho job changes, recognition and other achievementsMaking Good in banking and finance © 2013 Idaho StatesmanMay 29, 2013 


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Saint Al's marketing VP joins board

Linda Payne Smith, vice president of marketing and community development for Saint Alphonsus Health System, has been appointed to the board of directors of United Heritage Property & Casualty Company.

Previously, Smith served as Saint Alphonsus vice president with responsibility for philanthropy, marketing/communications, advocacy and community benefit from June 2010 to January 2012. She originally joined Saint Alphonsus Foundation as executive director in October 2003. Before joining Saint Alphonsus, Smith had a 20-year career in the banking/trust business.

Smith is a board member of Regence Caring Foundation for Children and the YMCA, and she previously served on the local boards of Boise Art Museum, Boise Chamber of Commerce and the Children's Home Society.

Smith has been recognized for her contributions to the community with the Boise Chamber of Commerce Community Service Award, Women's and Children's Alliance Tribute to Women and Industry award, Idaho Business Review Woman of the Year, and Girl Scouts of Silver Sage Woman of Today and Tomorrow honors.

Zions taps Balch as Eagle manager

Matt Balch is responsible for business development, customer service and overall management of the Eagle and Chinden Financial Center.

He previously managed Zions Bank's Boise Fairview and Cole Financial Center and before that was assistant manager of Zions Bank's St. George Financial Center in Utah. He joined Zions Bank in 2005.

Balch earned a bachelor's degree in finance from Southern Utah University.

D.L. Evans gives $500 each to SCORE, WBC

D.L. Evans Bank Emerald and Cole branch in Boise presented the grant to SCORE, a nonprofit association of more than 13,000 business experts who volunteer as small business mentors and coaches.

The bank also contributed $500 to the Women's Business Center in Boise, which is dedicated to creating jobs throughout the Treasure Valley and developing new businesses in Idaho. The Women's Business Center believes that educating and mentoring women business owners provides economic empowerment and creates a better society overall.

Since 1964, SCORE has helped more than nine million entrepreneurs nationwide. The D.L. Evans donation will go toward the support of local small business programs.

Barrett earns approval to use CFP

Calvin Barrett of the financial services firm Edward Jones in Meridian has been authorized by the Certified Financial Planner Board of Standards to use the certification mark CFP.

Barrett successfully completed the board's initial certification requirements, which include completion of financial planning coursework and passing a comprehensive examination.

Individuals who hold CFP certification must agree to meet ongoing continuing education requirements and uphold the board's code of ethics, and the professional responsibility and financial planning practice standards.

Principal group appoints Cook

Steve Cook has been appointed as an investment adviser representative and Princor registered representative for the Principal Financial Group.

Cook has been working in the business for five years and has experience in many different areas of the financial services industry. He started working with Global Financial focusing on retirement income planning, working inside a credit union, then moved into a fee-based practice.

He will work out of his office in Burley.

D.L. Evans breaks ground in Burley

The D.L. Evans Bank corporate office groundbreaking ceremony was held at 375 N. Overland Ave., next to the bank's north Burley branch.

The 20,000-square-foot, two-story building will provide efficient workspace and ecofriendly systems, including natural daylight and smart energy use. The building will be designed under sustainable guidelines by Erstad Architects. Completion is tentatively planned for November.

D.L. Evans Bank opened its first branch on Sept. 15, 1904, in Albion. Since then, the bank has expanded its network to 20 branches in the following areas: Albion, Boise, Burley, Hailey, Idaho Falls, Jerome, Ketchum, Meridian, Nampa, Pocatello, Rupert and Twin Falls.

Fidelity National adds Miller to sales team

Kris Miller has joined the team at Fidelity National Title Co.

Miller is an Idaho native with 15 years of experience in sales and management in the industries of title insurance, mortgage lending, real estate, land development and banking. Miller is active in the community and serves on several boards for non-profit organizations.

Home Federal hires new Nampa manager

Ana Moroshan has been hired as Nampa branch manager and is responsible for supervising branch operations, growing core deposits and loans and managing client relationships.

Moroshan has 13 years of experience in the financial industry, most recently as branch manager at the Nampa Key Bank. She earned a Bachelor of Arts in management and organizational leadership from George Fox University in Newberg, Ore., and is a member of the Nampa Kiwanis and Nampa Chamber of Commerce.

Credit union league honors Sonnen

Greg Sonnen, CEO of Cottonwood Community Federal Credit Union, was awarded the Outstanding Professional of the Year award by the Idaho Credit Union League at the league's 77th annual meeting held in Coeur d'Alene.

When Sonnen began as CEO in 2004, Cottonwood had assets of $28,713,661. Under his leadership, the credit union now boasts assets in excess of $73 million and a strong net worth ratio.

He serves on his local Chapter of Credit Unions board and participates in the Idaho Credit Union League by attending educational and governmental affairs events and serving on its committees. He recently was appointed to the Board of Directors of League Services Inc. He participates at the national level by traveling to Washington, D.C., to present Idaho credit union concerns to Idaho's congressional delegation.

Sonnen is an active member of his community and church, serving on many committees and boards. He has been a Cottonwood volunteer fireman for 18 years, serving as assistant chief for several years before being appointed chief.

He continually attends fire department training and assists in 90 percent of the emergency calls that come in for department assistance.

Sonnen received a plaque and a diamond lapel pin from the Idaho Credit Union League, and a donation of $250 will be made to the National Credit Union Foundation in his name. The foundation is dedicated to helping credit union members around the world when needs arise.

Larson to lead Home Federal branch

Chad Larson has been hired as branch manager at the Downtown Boise branch of Home Federal Bank. He is responsible for supervising branch operations, growing core deposits and loans and managing client relationships.

Larson has 13 years of experience in the financial industry having previously held branch manager, relationship manager and small business relationship manager positions at Key Bank. He pursued general studies at Boise State University and is an active community volunteer.

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