Our People

  • M. Dean Buffington
    dbuffington@bmmria.com

    Dean's legal background is an asset to our clients and our firm. He is available to consult with each of our clients and assists their professional advisors with estate planning and trust functions.

    Dean has more than 40 years of trust and investment management experience. Prior to co-founding Buffington Mohr McNeal he was an Executive Vice President and Manager of the trust and private banking group of First Security Bank of Idaho, N.A. a regional banking organization (now Wells Fargo Bank).  After 16 years as a principal in the firm Mr. Buffington sold his interest to the firm in 2014. He continues to play an integral role as a consultant to the firm and our clients.

    EDUCATION:

    Bachelor of Science in Accounting, The College of Idaho, in Caldwell Idaho

    Juris Doctorate, Willamette University College of Law

    PERSONAL & CIVIC AFFILIATIONS:

    In addition to his professional experience, Dean is a past member of the Board of Trustees for St. Alphonsus Regional Medical Center Foundation and a past member of The College of Idaho Board of Trustees. Dean is a past president of the Idaho Banker's Association, past president of the Boise Estate Planning Council, and past chairman of the Associated Taxpayers of Idaho. He has also served on the national Board of Trustees and as chairman of the Finance Committee of the Pension Fund of the Christian Church (Disciples of Christ).

  • Bruce R. Mohr
    bmohr@bmmria.com

    Bruce is skilled at identifying sound and profitable investment opportunities. He chairs our firm's investment policy committee and maintains oversight of the portfolio management function for equity and fixed income securities. Bruce is also our Chief Compliance Officer.

    Bruce has over 30 years of investment management experience. Formerly Vice President, Senior Portfolio Manager, and a member of the Board of Directors for First Security Investment Management, Inc., a regional registered investment advisory firm.

    EDUCATION:

    Bachelor of Science in Finance, Honors College, Boise State University

    Masters of Business Administration, University of Oregon 

    PERSONAL & CIVIC AFFILIATIONS:

    Bruce's civic contributions have included serving as President of the Boise Contemporary Theater Board, chairing the Boise City Arts Commission and serving as a board member for Ballet Idaho and the Boise Nationals Soccer Club, as well as investment committee member for the Morrison Center Endowment Foundation. Bruce is also a member of the Association for Investment Management and Research.

  • Carey H. McNeal
    cmcneal@bmmria.com

    Carey has more than 30 years of experience with the complex aspects of investment management and financial planning. He provides clients with comprehensive financial advisory services, including portfolio analysis and retirement planning. Prior to co-founding Buffington Mohr McNeal he held positions in investment brokerage with Robert W. Baird & Co., First Security Investor Services, and First Security Bank Private Client Services (now Wells Fargo Bank)

    EDUCATION:

    Bachelor of Business Administration, College of Business and Economics, Boise State University.

    PERSONAL & CIVIC AFFILIATIONS:

    Carey is past President of the Boise Estate Planning Council, is a current board member of the Financial Planning Association, is a member of the Southwest Idaho Planned Giving Council and the National Association of Personal Financial Advisors (NAPFA) as a Registered Financial Advisor .

    Carey is past president of Big Brothers Big Sisters of Southwest Idaho, and served as Regional President, and National Board Member for Big Brothers Big Sisters of America. He is a past Board President for Family Advocates, Inc. and a member of the Boise Downtown Rotary Club. Carey also serves as Secretary for the Greater Boise Rotary Foundation, Inc.

  • Rod P. MacKinnon
    rmackinnon@bmmria.com

    Rod has more than 30 years of experience in the financial services industry. Prior to joining Buffington Mohr McNeal Rod was a principal at Mountain Pacific Investment Advisors, a registered investment advisory firm in Boise, Idaho where he co-managed a common stock portfolio for The Public Employment Retirement System of Idaho (PERSI). Prior to joining Mountain Pacific he was employed for four years in a research and sales capacity by Gallagher Capital Corp., a Portland, Oregon investment banking firm (now Pacific Crest Securities). From 1983 to 1986 Rod served as a commercial loan officer with U.S. Bancorp of Oregon in the National Account Division.

    Rod enjoys fly fishing, snow skiing, and golf.

    EDUCATION:

    Bachelor of Arts, The Colorado College

    Master of Business Administration, The University of Oregon

    PERSONAL & CIVIC AFFILIATIONS:

    Rod is a board member for the Boise State University Foundation. He is an accomplished golfer, skiier and fly fisherman.

  • Steve Kovach CFP®
    skovach@bmmria.com

    Steve has more than 20 years of experience in the financial services industry. Prior to joining Buffington Mohr McNeal, Steve was a financial consultant at Charles Schwab & Co., Inc. where he helped his clients achieve their goals using the appropriate solutions and strategies available through Schwab’s broad product offering.

    EDUCATION:

    Bachelor of Science, Finance, Michigan State University.

    CERTIFIED FINANCIAL PLANNER™ certification from The CFP Board 

    PERSONAL & CIVIC AFFILIATIONS:

    Steve is a native of East Lansing, Michigan where he met his wife of 22 years while in high school.    He and his wife have two teenage sons.  Steve has been a member of the Financial Planning Association since 2012.  When not helping clients and the community with financial planning matters he can usually be found on the river, a fly rod or paddle in hand. 

  • Molly Guenther, CFA CFP®
    mguenther@bmmria.com

    Molly manages portfolios for individuals, families and institutions, and conducts equity research. She seeks to invest in high quality companies that are attractively priced relative to their current earnings growth, anticipated revenue growth and free cash flow generation.

    Molly has dedicated the last 11 years as a Senior Portfolio Manager for Montag Wealth Management in Atlanta, Georgia. Prior to Montag, Molly managed portfolios for 4 years at SouthTrust Bank and 14 years at SunTrust Bank, culminating in her last 5 years as Regional Managing Director for SunTrust Bank’s Personal Asset Management Division, supervising portfolio managers throughout the State of Georgia. She also managed several key client relationships and delivered regular economic update presentations to local bank directors around the state.

    Molly and her husband, Stu, have two children. She enjoys running, cycling and volunteering at a church homeless ministry.

    EDUCATION:

    Bachelor of Science in Management, Georgia Institute of Technology

    CERTIFIED FINANCIAL PLANNER ™ certification from the CFP Board

    Chartered Financial Analyst

    PERSONAL & CIVIC AFFILIATIONS:

    Member and Past President, Atlanta Society of Finance and Investment Professionals
    Board Member, Atlanta Estate Planning Council
    Mentor and Volunteer, Cristo Rey Jesuit High Schoo

  • Rick Perez, CPA
    rperez@bmmria.com

    Rick has 10 years of experience in the accounting and finance industry. Prior to joining Buffington Mohr McNeal, Rick was the Controller for Boise Hunter Homes where he analyzed, budgeted and accounted for investments in real estate and equities, as well as handled tax planning and review for trusts and multiple privately held companies.

    EDUCATION:

    Bachelor of Science, Summa Cum Laude, Accountancy/Finance,College of Business and Economics at Boise State University

    Master of Accountancy/Taxation, College of Business and Economics, Boise State University.

    Rick is a CERTIFIED PUBLIC ACCOUNTANT™. He is also an active member of the Idaho Society of Certified Public Accountants.

    PERSONAL & CIVIC AFFILIATIONS:

    Rick and his wife Christine have one daughter Kate. When not at work, he enjoys spending time with his family and playing tennis.

  • Tyler Lang
    tlang@bmmria.com

    Ty is responsible for executing security trades, equity research and works directly with asset custodians, brokers and clients to ensure proper portfolio asset allocation to meet investment policy objectives. He has over 10 years of experience in equity research and trading with the firm. Prior to joining Buffington Mohr McNeal, Ty worked as an analyst for Federated Insurance in Seattle, Washington and US Bank in Boise, Idaho.

    EDUCATION:

    Bachelor of Science, The University of Idaho, Finance and Accounting

    Completed his educational requirements for the CFP exam through the College of Financial Planning

    PERSONAL & CIVIC AFFILIATIONS:

    Past board member of the downtown Boise YMCA, volunteer with Treasure Valley Habitat for Humanity and Paint the Town - Boise. Hobbies include running, spending as much time as possible in the outdoors, and time with his family

     

     

  • Andrea M. Puopolo
    apuopolo@bmmria.com

    Andrea is responsible for executing fixed income security trades, security research and selection. She works directly with asset custodians and brokers to ensure proper portfolio asset allocation to meet investment policy objectives. Andrea also manages daily operation of portfolio accounting, reporting and billing. Andrea has over 15 years of financial experience in private client services. Prior to joining Buffington Mohr McNeal Andrea worked in the Private Bank of First Security Corporation (now Wells Fargo Bank)

    EDUCATION:

    Bachelor of Science, The University of Nevada-Reno

    PERSONAL & CIVIC AFFILIATIONS:

    Chamber of Commerce Leadership Boise Class of 2006

    Kapp Alpha Theta: Advisor: State of idaho and localy affiliated colleges. Various Board Memberships.

    Andrea has served in multiple volunteer positions at both Highlands Elementary and Challenger Schools.  She has also served as a Girl Scout volunteer. Her hobbies include hiking, yoga, family-oriented activities of all interests (cooking, biking, blowing things up and taking things apart, growing things, creating things, then cleaning things.)

     

  • Shirley Cleveland
    scleveland@bmmria.com

    Shirley is responsible for all functions related to client account opening, client service, and custodial relationship managment. She also assists with SEC compliance. She has nearly 25 years of experience in banking, brokerage and wealth managment. Shirley has been a registered investment advisor representative with Buffington Mohr McNeal for almost 15 years.

    Prior to joining Buffington Mohr McNeal, Shirley worked as a financial consultant for Charles Schwab & Co., Inc. in Boise, Idaho and prior to that she was a financial services representative for First Security Bank (Now Wells Fargo Bank)

    EDUCATION:

    Undergraduate studies at Boise State University and George Fox University

    PERSONAL & CIVIC AFFILIATIONS:

    Girl Scout troop leader and service unit volunteer.  Girl scout leader over seven years with troop focus on community service (Rake up Boise, tree planting, food bank, quilting for donation / Project Linus).  Service unit leadership for planning and executing activities for troops in SE Boise (camp, more service).  Volunteer time centered around kid’s activities, mostly band.

    Married 27 years, transitioning to empty nest and learning how  to cook just for two. Love to read and really appreciate the new audio book craze (great for multitasking).  Best down time is spending time with family and friends or enjoying an evening at Shakespeare or other live musical performances.   Love to travel and explore new places.

  • Amber Christopherson - Kim
    achristopherson@bmmria.com

    Amber is likely to be the first person you meet or speak with when contacting our firm.  She is responsible for general office management, vendor relationships, and client service.

    Previously, she has been involved in operations, training, executive administration, and HR related activities.

    EDUCATION:

    B.A. American Public University, International Relations and Human Security