President & CCO
Direct: (480) 560-3883
Office: (208) 350-7274
Fax: (208) 955-7777
[email protected]
www.doceowealth.com

David established Doceo Wealth, LLC to bring a true altruistic money management to high net-worth clients as well as family offices. David believes in consistency in returns, real assets backed securities, and that is why he has created a retail endowment style investment model for his clients. David’s strengths are designing and implementing endowment like […]

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Sr. Wealth Advisor
Direct: (208) 989-6716
Office: (208) 350-7274
Fax: (208) 955-7777
[email protected]
www.doceowealth.com

Travis began his career in financial services in 2000 at Northwestern Mutual. He primarily works by referral from valued clients, other professionals, and personal contacts. Over his career, he has built a clientele ranging from professionals of all ages and industries, to business owners and professional athletes. While at Northwestern, Travis realized his clients were […]

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Senior Wealth Advisor
Direct: (208) 284-9960
Office: (208) 350-7274
Fax: (208) 955-7777
[email protected]
www.doceowealth.com

After graduating Boise State University with a BS in Political Science, Jeff put his degree straight to work managing, operating, and owning various companies in the construction field. Feeling unfulfilled with his path, he had a chance meeting and found himself pivoting into the wealth advisory world. He started at Northwestern Mutual in the broker […]

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Director of Operations
Office: (208) 350-7274
Fax: (208) 955-7777
[email protected]
www.doceowealth.com

Julie is originally from Washington’s Yakima Valley where she attended Yakima Valley Community College. She moved to Bellevue and attended Bellevue College, where she earned two Associates in Arts degrees — one in Merchandising and another in Marketing Management. She lived in San Francisco for a year, and the greater Seattle area for 20 years, […]

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Financial Analyst
Office: (208) 350-7274
Fax: (208) 955-7777
[email protected]
www.doceowealth.com

Mark is an Idaho original from Meridian, where he attended Centennial High School, and graduated with a dual bachelor’s degree in Accountancy and Finance in May 2020 from Boise State University. During his time at BSU, he served as the Treasurer for Beta Gamma Sigma, and was a member of the accounting fraternity, Beta Alpha […]

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