The people who work at Capricorn Financial Strategies, Inc. not only have the knowledge and experience to help you pursue your financial goals, but they also happen to be extremely great folks! Our staff is always ready to address your concerns, answer your questions, and put you at ease.
Jean E. Hanson
Jean is the president of Capricorn Financial Strategies, Inc. and established the company in 2005 as a full-service financial firm. Jean is a CERTIFIED FINANCIAL PLANNER™ Professional, Accredited Investment Fiduciary® and Chartered Life Underwriter. She has been in the financial services field for 22 years, working in investment and insurance planning. She is a member of the Financial Planning Association and the National Association of Insurance and Financial Advisors.
Jean is being assisted by Beth Tippey and has added a new advisor, Dave Snelson.
Beth Tippey
Beth has been with Jean since she established the company in 2005 and since that time has received her Series 7 Securities registration as well as Series 63 state registration. Beth is currently persuing an Idaho state insurance license to better serve our client needs.
David Snelson
Dave brings his 30 years of business owner/management experience to round out the group. This includes 14 years of insurance experience and 2 years of investment consulting experience. Dave is an Accredited Investment Fiduciary®. He worked for Regence Blue Shield of Idaho and MetLife Financial Planning Division before joining Capricorn Financial Strategies, Inc.
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