President
cell: (480) 560-3883
Office: (208) 350-7274
david@doceowealth.com
www.doceowealth.com

For David, wealth management has never been about chasing markets or following trends. It is about stewardship. He founded Doceo Wealth to serve families who value thoughtful advice, disciplined investing, and long-term relationships over short-term results. Today, he advises a select group of successful individuals, entrepreneurs, and multi-generational families, helping them preserve and grow wealth […]

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Senior Wealth Advisor
Cell: (208) 989-6716
Office: (208) 350-7274
travis@doceowealth.com
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
Cell: (208) 284-9960
Office: (208) 350-7274
jeff@doceowealth.com
www.doceowealth.com

After graduating from Boise State University with a Bachelor of Science, Jeff began his professional career managing, operating, and owning multiple companies within the construction industry. Despite his success, he was drawn toward more meaningful, purpose-driven work. A pivotal introduction led him into the wealth advisory profession, where he began with Northwestern Mutual in the […]

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Director of Operations
Office: (208) 350-7274
julie@doceowealth.com
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 associate’s 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) 350-7276
mark@doceowealth.com
www.doceowealth.com

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

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Senior Wealth Advisor & CCO
Cell: (208) 794-4823
Office: (208) 350-7274
Scott@doceowealth.com
www.doceowealth.com

Scott joined Doceo Wealth with nineteen years of industry experience, bringing expertise in both holistic financial planning and industry compliance. As Chief Compliance Officer, he helps make sure all the T’s are crossed and the I’s are dotted. As a comprehensive financial planner, he looks at how our recommendations affect your entire financial picture. By […]

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Executive Operations Assistant
Office: (208) 350-7274
kat@doceowealth.com
www.doceowealth.com

Kat was born in Washington State and moved to Idaho with her family in 2012. She graduated from Boise State University in 2020 with a degree in Business Administration and a minor in Marketing. While in school, she was involved in Alpha Omicron Pi, where she served on the leadership council. Kat was also a […]

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