Dallas Scoffield CSA

Dallas graduated with her Business Management degree from Brigham Young University-Idaho and has nearly 20 years of experience working in the financial planning industry. She is a proud mom of 5 children and loves watching them excel at their individual talents.

In her free time, Dallas enjoys skiing with her family, kayaking, reading, and serving on the boards of two local charitable organizations in her community.

She handles client portfolio reporting, interaction with our custodians (including new account set up, transfers, and questions about your accounts), and invoicing and payments.  She works closely with clients to make sure that all of the necessary accounts are set up correctly and to handle special requests regarding client accounts.