Bruno has been a Wealth Advisor since 2003 and brings a full spectrum of financial knowledge to the Investment Capital 360 family. He holds the Certified Financial Planner Professional designation, the highest ethical and fiduciary industry standard for personal financial planning.
Susan brings extensive client interaction experience to our team. Susan is an Idaho native. She lived in the Ketchum/Sun Valley area for 38 years with her husband John. They moved to Boise in 2007 to be closer to family. They have one daughter, one son and two grandchildren plus a menagerie of grand pets! Susan has traveled extensively with her family and enjoys living the Idaho lifestyle especially spending time in the mountains. Prior to joining our team, Susan worked for a national financial services company for 8 years. Susan’s entrepreneurial and professional experience elevates our core client mission at IC360 and we are ecstatic to have her on board.
Jamie has over 20 years of business development, database and project management experience. She has a degree in Computer Science and a Project Management Associate Certification. Jamie manages operations-related client issues, provides ongoing support of client relationships and ensures that day to day processes function efficiently. Jamie is a native Idahoan and in her free time enjoys running, hiking, cooking, and spending time with her husband Bruno and daughter Adkyn.
Brian Deely has been in the industry since 2006 acting as both a financial advisor and advisor development. He earned his B.A. in business administration marketing from Pacific Lutheran University. Brian co-founded registered investment advisor Clear Creek Financial Management in 2014 to gain better control of the client experience maximizing opportunities for outreach to affiliate advisors. Brian Deely is married to Marta, and they have three children Anaya, Audrey, and Stella.
Phone: 208-863-0263
Email: bruno@investmentcapital360.com
1120 S Rackham Way, Ste 300, Meridian, Idaho 83642
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