Achievements in Idaho banking and finance

Job changes, new hires, achievements, good deeds and recognition

March 19, 2014 


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Jewell joins Caprock Group

The Caprock Group Inc. has added Jefferson Jewell as vice president and client adviser. Jewell founded Blackfin Technology, a Boise software firm that he sold in 2010 to Xtreme Consulting Group of Kirkland, Wash., and will advise clients from Caprock's Boise office. Caprock advises families, entrepreneurs and executives on money and investments.

Jewell practiced corporate law, including M&As and project finance, early in his career for Stoel Rives LLP. In 2009 he was appointed by Gov. Butch Otter to lead a working group to accelerate regional innovation and technology transfer.

His experience includes advising venture capital and private equity firms and serving on the boards of venture-backed startups. He serves on the board of the foundation for St. Luke's Health System.

"Jefferson's breadth and depth of experience uniquely position him to understand exactly the kind of advice that our clients require for the management of their balance sheets," said Bill Gilbert, a managing director in The Caprock Group's Boise office. "He's a proven talent and we're pleased to add another adviser who strengthens our ability to offer the very best management services to our families."

Jewell says: "After selling my company, I searched for a wealth-management firm to advise my family. The stock brokers and advisers I met with were all the same. They offered various ways to buy products that invested in the public markets. What I wanted, however, was a firm that provides unbiased advice and a coherent strategy for my entire balance sheet - including public securities and private investments. The Caprock Group immediately rose to the top of my list because of its unique approach and outstanding people. Though, initially, my intention was limited to becoming a Caprock client, I am thrilled to be joining the firm."

Jewell is a graduate of UCLA and was a John M. Olin Student Scholar of Law and Economics at Cornell Law School. He lives in Boise with his wife and three children.

Caprock has offices in Boise, San Jose, Calif., Newport Beach, Calif., Seattle and Park City, Utah.

Guild Mortgage hires Ellis

Guild Mortgage has hired Levi Ellis as its newest home loan officer. Ellis has five years of experience in financial services and mortgage lending. He works at the Eagle and Overland office.

Mooney receives environmental award

Mike Mooney, president of Bank of the Cascades, has received the inaugural Mike Mooney "I Like My Water Clean" Award for Exemplary Service to Boise WaterShed Exhibits Inc.

The group recognized Mooney's eight years as founding board member, treasurer and fundraiser for the public/private partnership that built the $4 million Boise WaterShed Environmental Education Center. Mooney was honored at a gathering of city officials and Boise WaterShed Exhibits board members, managers and donors.

Since 2005, Boise WaterShed Exhibits has raised more than $ 1 million to fund the exhibits in the 6,500-square-foot environmental education teaching center. The nonprofit will soon launch a fundraising campaign to complete exterior exhibits.

Rathbone honored by Barron's

Robert Rathbone, managing director-investment officer of Rathbone Warwick & Daly Investment Consulting of Wells Fargo Advisors, was ranked among Barron's Top 1,200 Financial Advisors for 2014 and ranked No. 1 in Idaho.

"Rathbone's serious about taking care of his clients - even when he's no longer around to do it personally," the magazine said in its Feb. 24 edition. "The 33-year-veteran adviser is actively grooming several 20- and 30-something successors to ensure clients won't miss a beat after his eventual retirement."

Rathbone, 54, told the magazine: "The best thing we've done here is to set a generational transition in motion. After I get old and can't make it in to the office anymore, our clients are going to have continuity."

Rathbone told Barrons he and his 12-person team like "parts of the market that have been, or are being, clobbered." That includes mining stocks, which Rathbone bought at the end of last year. His team manages portfolios in-house.

Winner's Circle, a Barron's research organization, produced the rankings based on data provided by more than 4,000 advisers. Among the factors considered were assets under management, revenue produced for the firm, regulatory record, quality of practice, and philanthropic work.

Rathbone began his financial services career in 1981. He holds a bachelor's degree in economics from the University of Colorado and earned the Certified Investment Management Analyst designation, which is awarded by the Investment Management Consultants Association in conjunction with the Wharton Business School at the University of Pennsylvania.

He counsels and teaches financial stewardship at Calvary Chapel Boise and is chairman of the board of the Idaho Freedom Foundation, a conservative public policy think tank.

Rathbone and his wife, Cristina, have three grown children.

D.L. Evans Bank appoints two

John V. Evans Sr., former governor of Idaho and president of D.L. Evans Bank, has named Gary Karnes vice president and sales manager of the Mortgage Department and Tina Myers vice president and cash management manager.

Karnes has lived in the Boise area for many years and is involved in local building contractor and Realtor organizations. He works at the Treasure Valley Mortgage Lending Center on 7450 W. Emerald St.

Myers has 12 years of banking experience and has been employed by D.L. Evans Bank since 2002, the last several years as business development and cash management officer. She will oversee the cash management officers in the Magic Valley, Wood River, Mini-Cassia, Eastern Idaho and Treasure Valley branches.

She volunteers at fundraising events for Relay for Life, Valley House of Magic Valley, Paint Magic and Mustard Tree Wellness Clinic. She's an Idaho native and works at the Twin Falls Financial Center at 906 Blue Lakes Blvd. North.

U.S. Bank promotes Smith and Burke

U.S. Bank has named Justin Smith regional president for U.S. Bank in Western Idaho/Eastern Oregon.

"In his 20-year career at U.S. Bank, Justin has held a variety of roles and worked with a wide range of customers," said James Grigsby, division leader for U.S. Bank Community Banking. "That experience, coupled with his deep understanding of this region, will serve our customers and the community well."

Smith began his banking career as a teller at U.S. Bank in 1994. For the past 18 years, he has worked within the Boise commercial banking team as a credit analyst, relationship manager and, for the past six years, the senior lender/team leader.

As regional president, Smith oversees commercial banking, private banking, the trust and investment group, and U.S. Bank's 36 branches throughout the region, including Boise, Nampa, Meridian, Caldwell, Mountain Home, McCall and Ontario, Ore.

Smith is a graduate of the College of Idaho in Caldwell. He serves as a board member of the Boise Valley Economic Partnership and the Idaho Association of Commerce and Industry, and he is an advisory board member of the Boise Metro Chamber of Commerce. Smith also serves as the management adviser for the Western Idaho Development Network Group at U.S. Bank.

Smith works at Boise office at 101 S. Capitol Blvd. He lives in Boise with his family.

Jessica Burke, most recently a senior relationship manager, will succeed Smith as leader of the Boise commercial banking team. Burke has been with U.S. Bank for 10 years, principally within the team. She began her career as an assistant relationship manager after her graduation from Boise State University in 2004.

Burke has been recognized with multiple U.S. Bank quarterly and annual Pinnacle Awards. She was also recognized as a Tribute to Women in Industry Award honoree in 2012, and an Accomplished Under 40 Award winner in 2013. Burke also served on the bank's Development Network board. She has served on the executive board of the Boise Art Museum and the finance and investment board committees for the Women's and Children Alliance.

Zions Bank hires new employees

Randy Jensen and Don Rognon have joined Zions Bank at the new Eighth & Main offices in Downtown Boise. Greg Pence and Jack Precht have joined Zions Bank in Canyon County.

Jensen has been named manager of Zions Bank's Boise Main Financial Center. He is responsible for business development, customer service, community outreach and overall management.

Jensen joined Zions in 2005 as manager of the Weiser Financial Center and was later named manager of the Fruitland Financial Center. He serves as board chairman of the St. Luke's Fruitland Community Council and on the boards of Lifeways in Ontario and the Ontario Library. Jensen and his wife will relocate to the Boise area.

Rognon has been named private banking senior relationship manager. He will provide specialized service for clients in the private banking portfolio.

Rognon previously was vice president and private banking relationship manager for the bank's Northern Utah Region, a position he held since 2004. He has experience in business development and personal advisement in lending, estate planning and business structuring.

Before joining Zions Bank, Rognon spent four years managing U.S. Bank's largest branch in Utah and served as liaison for all of the bank's Utah branches.

He earned a bachelor's degree in Spanish and communications from Weber State University in Ogden, Utah, and he is fluent in Spanish. Rognon has served on the Homeless Veterans Fellowship board, St. Anne's Homeless Center board, the Weber County Homeless Trust Fund Board and the Davis Arts Council.

Pence and Precht joined Zions Bank's commercial lending team, responsible for developing and maintaining banking relationships with business customers throughout Canyon County.

Pence is based at the Caldwell Financial Center at 509 S. Kimball Ave. He has 35 years of banking experience, most recently as a vice president and senior commercial loan officer with Intermountain Community Bank in Caldwell, where he focused on agricultural and commercial real estate lending as well as operating lines of credit for manufacturing businesses.

He is a graduate of Weiser High School, North Idaho College in Coeur d'Alene and Pacific Coast Banking School. Pence is a member of the Caldwell Rotary Club and the Idaho Cattle Association. He serves on the agriculture committee of the American Bankers Association and previously served as president of the Idaho Bankers Agricultural Committee.

Precht is based at the Nampa Karcher Financial Center at 2121 W. Karcher Road. He has 30 years of banking experience, most recently at Mountain West Bank. He has also worked at Wells Fargo and the former First Security Bank.

He is a past president and member of the Nampa Exchange Club and a member of the Nampa Salvation Army Advisory Board. Precht earned a degree in finance from Boise State University, is a graduate of Nampa High School and resides in Caldwell.

Zions Bank nets 12 awards

Zions Bank received the awards for products and customer service from a nationwide annual survey of businesses as part of the 2013 Greenwich Excellence Awards.

An independent market research firm asked thousands of businesses about their bankers. Fourteen banks in the country received 10 or more awards, given annually by Connecticut-based Greenwich Associates.

The firm surveys businesses about their bankers each year. Zions Bank received awards in middle-market banking (clients with $10 million to $550 million in annual sales) and small-business banking (clients with $1 million to $10 million in annual sales). Zions Bank received awards in both categories for: overall satisfaction; relationship manager capability; western region overall satisfaction; overall satisfaction - treasury management; western region overall satisfaction - treasury management.

The bank also received awards for likelihood to recommend in the small business banking category and for customer service - treasury management in the middle market banking category.

ICON hires Heath

Icon Credit Union has hired Ellen S. Heath as mortgage sales manager.

Heath has 20 years in the Boise real estate and banking industries, including jobs with First Security Bank, Wells Fargo, Syringa Bank, KeyBank and the Bank of the Cascades.

Heath currently lives in Boise.

Schroeder joins Cooper Norman

Cooper Norman has hired Kari M. Schroeder, a licensed certified public accountant, in the Pocatello office.

Schroeder earned a bachelor of science degree in accounting and finance in 2005 from Idaho State University, where she was president of Beta Alpha Psi, an international honorary organization for financial information professionals. She earned a master of business administration degree from ISU in 2006. She is a member of the American Institute of Certified Public Accountants and the Idaho Society of Public Accountants. She has practiced accounting for seven years.

Schroeder grew up in Idaho and is married to Kevin Schroeder. They have six children.

Nichols Accounting Group hires two

Anton Neff and Gerrit Schoonhoven have joined The Nichols Accounting Group P.C.

Neff was hired as a staff accountant in the Ontario office. He worked for a national firm before joining Nichols Accounting's boutique firm, which focuses on tax and business planning strategy. Neff attended Wenatchee Valley College and Big Bend Community College and obtained his bachelor's degree in accounting from Dickinson State University. He has worked on his family's farm in Washington and will serve the firm's agribusiness clientele, as well as other industries. He is working toward his CPA license.

Schoonhoven joined Nichols as a staff accountant in the Ontario office. He worked previously in the accounting department for a mental health company in the Bay Area, and later for a Treasure Valley landscaping company. He is a 2007 graduate of California State University, East Bay. There he received his bachelor's degree in business administration with emphasis in accounting and finance, while playing collegiate baseball. Schoonhoven and his family recently moved to Weiser after selling their farm in California. He is working toward his CPA license.

3 join Waterstone Mortgage

Ernie Menchaca, Tamica Purdy and Debra Rambo have joined Waterstone Mortgage Corp.

Menchaca is a senior loan officer. He was the owner of Clearwater Mortgage Inc. for 14 years. He has 18 years of experience.

Purdy is a loan officer. She spent 13 years with Chase Bank in various roles, including branch manager. Most recently she spent two years as a branch manager at Home Federal bank. She volunteers for Mothers Against Drunk Driving and in the classrooms of her children at Discovery Elementary School.

Purdy grew up in Troy and has lived in Idaho for 20 years. She lives in Boise with her husband and three children.

Rambo, a loan originator, entered the mortgage industry in 1996 and was a loan originator for Diversified Mortgage Group and a branch owner of Lifetime Mortgage. An Idaho native, she has been active in the real estate industry for 30 years.

Rambo attended Boise State University, studying accounting and business management.

Russell joins Eide Bailly

Heather Russell has joined the regional CPA and business advisory firm of Eide Bailly LLP as an audit associate in the Boise office.

Russell is a recent graduate of the University of Idaho, where she earned her bachelor's degree in accounting and finance. She was an Eide Bailly intern and is a past member of Beta Alpha Psi. In college, Russell was also involved in the Davis Student Investment Group, which manages a portfolio worth more than $400,000 and provides scholarships to the U of I's College of Business and Economics.

Russell is working toward her CPA license.

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