Our Company Values
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
- People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
- Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
- Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
- Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
Mark Simpson
President, Cedar Grove Financial Associates
Mark Simpson has over 35 years of experience in the financial services industry. He is a native Idahoan who has lived a lifetime of service in his community. His expertise is in creating strategies for his clients and their families to achieve the highest growth of their assets with minimal or no risk at all, and to preserve those assets for future generations in the most tax efficient manner. As an independent agent, Mark can use highly rated companies and products to achieve these goals.
Tony Flores
President, Cedar Grove Financial Associates
Tony Flores, an Idaho native, has worked with Mark Simpson at Cedar Grove Financial Associates for 10 years. In that time, he tutored under Mark and learned to take care of client’s needs in their estate and financial plans. Tony is a husband and father of 9 children and understands the needs and value of protecting a family. He enjoys getting to know people and utilizing the developed strategies to protect client’s assets for themselves and future generations. He looks forward to serving his clients for years to come.
Anthony Wilbur
Agent/Client Service Admin
Shawna Miles
Client Services Admin
Ron P. Peterson
Office Supervisor and Agent with more than 20 years of experience working with Medicare Insurance.
Dusty Anderson
Receptionist/Client Services Admin
Jenny Mills
Client Services Admin Supervisor
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.