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Time Is Our Most Valuable Asset

Let Us Help You Make the Most of Yours

We Are an Independent Wealth Management Firm

Based in Boise and Serving Clients Throughout the United States

Buffington Mohr McNeal is a registered investment advisor (RIA) established in 1998 to serve clients in person and now virtually. We currently work with clients in 27 states. We apply experience and expertise to address our client’s financial needs through a partnership that extends through generations.


Our Mission

To provide a fiduciary financial advisory solution for successful, busy people who seek peace of mind in knowing their interests come first.


As You Balance a Full Life, We Manage Your Financial Details

Our firm is structured to provide custom wealth management services.


Fiduciary

Our team is held to a legal standard to provide recommendations that are in your best interest.

Independent

We develop strategies tailored to your needs, not to meet corporate standards or goals.

Fee-Only

Our compensation comes directly from our clients. We do not sell products.

Partnering With You to Protect, Preserve, and Grow Your Wealth Over Time


Get to Know Our Team

Our team works together, combining our skill sets and backgrounds to grow and protect your wealth. Collaboration is a tenant of our firm; we work with you, your family, and your other trusted advisors.

By building a partnership with you, we bring the understanding necessary to care for your wealth and help you make wise decisions to meet your objectives. Serving with a continuity mindset, our firm is employee owned. We plan to be here as a financial partner for our clients for generations.

M. Dean Buffington 1940-2020 Photo

M. Dean Buffington 1940-2020

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Dean Buffington

M. Dean Buffington 1940-2020

Wealth Management Advisor


Dean Buffington was born November 3, 1940 in Custer, South Dakota and passed away on December 21, 2020 at St. Alphonsus Regional Medical Center in Boise, just seven weeks after celebrating his 80th birthday. He was surrounded by his family.

When Dean was four years old, his parents, Loyd and Gladys, moved their family to Nampa, Idaho, and bought a small farm outside of town. Dean’s dad passed away when Dean was 12 years old. Growing up, Dean’s passion was baseball, and he played every chance he could out in the pastures with his brother, Larry, and his cousin Dale. He played high school baseball in Nampa, graduating in 1958 and with his keen left-handed skills earned a baseball scholarship to the College of Idaho. He even played semi-professional baseball for the Nampa Clippers for a short time.

During his high school and college days, Dean worked for the Albertson’s poultry plant. He loved working for Joe Albertson and appreciated the opportunity to have a job that could fit his school and baseball schedules. After graduating from the College of Idaho in 1963 with BAs in Accounting and Economics, he enrolled in law school at Willamette University and earned his Doctor of Jurisprudence in 1966. As soon as he graduated from law school Dean received his draft notice. He joined The United States Marine Corps Reserve in 1966 and served until 1972 which became one of his proudest accomplishments.

In 1967 Dean went to work for First Security Bank of Idaho. He spent his first two years in the management training program in the Jerome and Gooding branches before the President of the bank, Ralph Comstock, moved Dean to the Head Office in Boise to work on a time and motion study project. Mr. Comstock also convinced Dean to take the Idaho Bar Exam. Dean passed the bar on the first try and eventually found his first career calling in the Bank’s Trust Department. He was a 1975 graduate of The Pacific Coast Banking School at The University of Washington in Seattle.

Dean loved the work he did running the Trust Department and working with families to probate estates. He retired after 31 years in 1998 as Executive Vice President of First Security Bank of Idaho, Private Client Group. He was a director on the boards of First Security Bank of Idaho and First Security Investor Services, Inc.

In April of 1998, Dean found his second career calling with Bruce Mohr and Carey McNeal. They established the registered investment advisory firm of Buffington Mohr McNeal. Dean was always a mentor to his partners and colleagues. He exemplified the professional traits of a fiduciary advisor. He always kept his client’s interests ahead of his own. Even after he sold his share of the firm in 2014 he continued to work two days a week doing what he loved. Dean liked to say that he spent over fifty years working in downtown Boise. There were few strangers to Dean when he went out for a slice of pizza or Chinese food. On countless occasions, on a downtown walk when out to lunch with his partners, he stopped on the street to visit with someone; the Governor, a legislator, or someone he helped years before, always sharing his full attention and a story or two.

While working at the bank in Boise, Dean met the love of his life, Judy Irving, who had recently transferred from Emmett to the Boise Main Branch. Dean and Judy had so much in common, they were married a few months after meeting and maintained their union for fifty three years. They had two daughters, Julene (Julie) and Denise. Dean travelled the state working for the bank while Judy stayed at home with the girls. Dean cared deeply for Judy, and credits her for keeping him on task at home, at work, and in his civic affiliations. Among their many highlights together was participation in the ceremony in Washington DC where he and Judy laid a wreath at the Tomb of the Unknown Soldier.

Dean loved helping people. He spent time refereeing high school football games in his early days and coaching and refereeing his daughters’ games. Dean was so proud of his daughters, and his two grandchildren, Brooke and Drew Christie. Dean and Judy attended everything the grandchildren participated in from school programs to cross country meets to basketball games. From the time the grandchildren could start kicking a soccer ball, Dean and Judy were always there to support them and made many friends on the sidelines over the years. Both grandchildren are now in high school and Dean was recently able to share a special moment with his family when Brooke committed to play college soccer at St. Mary’s College in California.

Dean’s professional activities included membership in The Idaho State Bar Association, The Boise Estate Planning Council, The American Bankers Association, The Idaho Bankers Association, Boise Metro Chamber of Commerce, and The Associated Taxpayers of Idaho, Inc. He chaired or held leadership roles in most of these organizations.

His community involvement included leadership at The St. Alphonsus Foundation, The St. Alphonsus Regional Medical Center, The State of Idaho Endowment Fund Investment Board, The Langroise Fund with the Idaho Community Foundation, Boise Art Museum, Inc., Boise State University Foundation, Inc., The College of Idaho, Idaho Community Foundation, National Multiple Sclerosis Society, Idaho Chapter, Hillcrest Country Club, The Arid Club, Scottish Rite Bodies of Idaho (Masonic), El Korah Shrine, and Grand Lodge of Idaho, A.F. & A. M. (Masonic). He was a member of the Capital City #93 Masonic Lodge and he was honored to receive the 33 designation from the Scottish Rite.

He was especially proud of serving on the Endowment Fund Investment Board for the State of Idaho. He served for 19 years and as the Chairman for the last 17 years. Dean enjoyed working closely with the Governors, Legislature, Board and staff and, if he could, would thank all of them for the opportunity to work together and make a positive difference for Idaho.

Dean and Judy were members of Red Rock Christian Church. Dean served as Elder, Deacon and treasurer and on numerous committees. He also served on the Christian Church Foundation Board based in Indianapolis as well as the Pension Fund of the Christian Church. Dean was a person of strong faith and character. He carried his values with him every day. Dean always treated others with respect and took the time to let others know how much he cared.

Dean is survived by his wife, Judy, his daughter Julie (Scott) Christie, grandchildren Brooke and Drew Christie, all of Boise, and daughter Denise (Jon) Maline of Twin Falls. Dean loved his sons-in-law like they were his own sons. He is also survived by one brother, Floyd (Joan) Ayres, of Nampa as well as many nieces and nephews.

Dean was preceded in death by his parents, Loyd and Gladys Buffington, his sister, Hazel Hardy, and brothers Ed Ayres and Larry Buffington.

Shirley Cleveland Photo

Shirley Cleveland

Client Services
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Shirley Cleveland

Shirley Cleveland

Client Services

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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.

Joseph Eiguren Photo

Joseph Eiguren

Wealth Management Advisor
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Joseph Eiguren

Joseph Eiguren

Wealth Management Advisor

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Joe has over a decade of business and finance related experience. His entry into the world of financial advisory services began as a college intern at one of the world’s largest securities firms. As a Commercial Lender with Idaho Independent Bank, he gained a deep understanding of banking by working in all departments within the bank. He worked directly with the Bank’s CEO and COO in developing and managing special assets department within the bank. Leaving banking to begin an entrepreneurial career, Joe co-founded and owns Intelligent Office of Boise, a professional business center franchise operating throughout the United States and Canada. The business continues to operate in downtown Boise to this day. Prior to joining BMM, Joe was recruited to serve as the General Manager of Tolsma USA, the American subsidiary of an international agricultural equipment company based in the Netherlands. The company is a world leader in vegetable storage and handling technology, operating in over 60 counties on six continents. Joe’s extensive experience in banking, financial services, international and domestic business as well as agriculture give him a unique approach to financial services.

EDUCATION

Bachelor of Science, Finance, University of Idaho College of Business and Economics

PROFESSIONAL & CIVIC AFFILIATIONS

Joe is active in the community, serving as a board member of both the Cenarrusa Foundation for Basque Culture and the Idaho Classic Boat Association. He and his wife Katie are also active in the University of Idaho Vandal Boosters Association and they served as Co-Chairs of the Idaho-Oregon Fruit & Vegetable Association Convention in 2019.

Joe, along with his wife Katie and their two daughters, Sophia and Jaqueline, enjoy playing basketball, soccer, riding bikes, and skiing. They love to travel and spend time in the Idaho Mountains.

Molly Guenther, CFA, CFP® Photo

Molly Guenther, CFA, CFP®

Wealth Management Advisor
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Molly Guenther, CFA® CFP®

Molly Guenther, CFA, CFP®

       

Wealth Management Advisor

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Molly manages portfolios for individuals and their families, conducts investment research and provides financial planning and strategy. Prior to joining Buffington Mohr McNeal in June 2017, she served as a Senior Portfolio Manager for Montag Wealth Management in Atlanta, GA for eleven years. Prior to Montag, Molly worked for SunTrust Bank as the Regional Managing Director of Personal Asset Management – Georgia. In that role she supervised portfolio managers throughout the state, managed several key client relationships and delivered regular economic update presentations to company management and external forums. She has 30 years of trust and investment management experience.

EDUCATION:

Bachelor of Science in Management, Georgia Institute of Technology, 1988

Chartered Financial Analyst (CFA), 1991

Certified Financial Planner® certification from the CFP® Board, 2006

PERSONAL AND CIVIC AFFILIATIONS:

       

Molly and her husband, Stu, lived in Atlanta, GA for over 30 years before relocating to Boise in June 2017. They have two grown children. Molly is a member of the Boise Downtown Rotary Club, CFA Society of Idaho and Boise Estate Planning Council. She is a former President and Trustee of the Atlanta Society of Finance and Investment Professionals and a former board member of the Atlanta Estate Planning Council. Molly served as an instructor for the CFA Exam preparatory course in Atlanta for six years.

Steve Kovach, CFP® Photo

Steve Kovach, CFP®

Wealth Management Advisor
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Steve Kovach, CFP®

Steve Kovach, CFP®

Wealth Management Advisor

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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 & PROFESSIONAL AFFILIATIONS:

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.

Tyler Lang Photo

Tyler Lang

Wealth Management Advisor
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Tyler Lang

Tyler Lang

Wealth Management Advisor

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Ty is responsible for portfolio management, 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 14 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 based in Seattle, WA covering the Pacific Northwest. Prior to his analyst work at Federated Insurance in Seattle, he worked as a commercial loan analyst at U.S. Bank in Boise.

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.

Rod P. MacKinnon Photo

Rod P. MacKinnon

Wealth Management Advisor
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Rod P. MacKinnon

Rod P. MacKinnon

Wealth Management Advisor

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Rod has more than 30 years of experience in the financial services industry. He first joined U.S. Bancorp in 1983 as a commercial loan officer in their National Account Division. In 1986, he went on to Gallagher Capital Corp., a Portland, Oregon investment banking company (now Pacific Crest Securities). There his duties included securities research and sales to institutional clients. In 1990 he joined Mountain Pacific Investment Advisers, Inc., a Boise, Idaho registered investment adviser. In his 25 years with Mountain Pacific, he served as a portfolio manager for the firm's high net worth clients. He also co-managed a common stock portfolio for the Idaho State Retirement System (PERSI) and was a member of the firm's stock selection and investment policy committee. He joined Buffington Mohr McNeal in January 2016 as a portfolio manager and member of the investment committee.

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, skier and fly fisherman.

Ryan Malone Photo

Ryan Malone

Wealth Management Advisor
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Ryan Malone

Ryan Malone

Wealth Management Advisor

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Ryan has more than 18 years of experience in the financial services industry.  Prior to joining Buffington Mohr McNeal, he spent his career with U.S. Bancorp. In 2007, Ryan became a Portfolio Manager. In this position, he assisted clients with investment management by identifying goals and risk tolerance and establishing a disciplined investment process.   Ryan concluded his career with U.S. Bancorp as a Division Investment Director and Senior Vice President. In this role, he managed a team of five portfolio managers overseeing the Idaho/Washington division with over $2 billion in assets under management.

EDUCATION:

Bachelor of Science in Finance and Economics, University of Idaho College of Business and Economics

Masters of Business Administration, Northwest Nazarene University

PERSONAL & CIVIC AFFILIATIONS:

Active blood donor - American Red Cross

Past Finance Committee member - Ronald McDonald House Charities of Idaho

Past Board Member – Wassmuth Center for Human Rights (previously the Idaho Human Rights Education Center)

Leadership Boise (Class of 2015)

Ryan and his wife Mollie stay active with their boys.  As natives of Idaho, they enjoy all the great features of this state and its people.

Carey H. McNeal Photo

Carey H. McNeal

Wealth Management Advisor
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Carey H. McNeal

Carey H. McNeal

Wealth Management Advisor

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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 & PROFESSIONAL AFFILIATIONS:

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

Registered Financial Advisor (NAPFA) National Asssociation of Professional Financial Advisors.

Member and Past Board Public Relations Chairperson for (FPA) The Financial Planning Association.

Charter Member of The Southwest Idaho Planned Giving Council

PERSONAL & CIVIC AFFILIATIONS:

Current board member for The Idaho Shakespeare Festival Foundation, Inc.

Member of the Boise Downtown Rotary Club.

Past Secretary for The Greater Boise Rotary Foundation, Inc.

Past President of Big Brothers Big Sisters of Southwest Idaho

Past Regional President and National Board Member for Big Brothers Big Sisters of America.

Past Board President for Family Advocates, Inc.

Carey and his wife Daphne have five children ranging in age from 15 to 28 plus two special Bernadoodle pups named Junie B and Ginger. Together they enjoy advocating the individual pursuits of their children, Sunday family dinners, golf, tennis, and international travel.

Bruce R. Mohr Photo

Bruce R. Mohr

Wealth Management Advisor
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Bruce R. Mohr

Bruce R. Mohr

Wealth Management Advisor

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Bruce is co-founder and partner with Buffington Mohr McNeal. His previous employers include First Security Investment Management Inc. and West One Bank. In 2020, Bruce received the Boise State College of Business & Economics Outstanding Alumni Award. He serves on the Boise State University Foundation board and as a trustee for the Boise City Arts and History Foundation. Bruce was president of the Boise Contemporary Theater board and chair of the Boise City Arts Commission. He also served on the boards of the Boise State Honors College, Ballet Idaho, Boise Nationals Soccer Club and Morrison Center Endowment Foundation. Bruce has a bachelor’s degree in finance from Boise State and a master’s degree in finance from University of Oregon.

Dan Potter Photo

Dan Potter

Wealth Management Advisor
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Dan Potter

WEALTH MANAGEMENT ADVISOR

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Dan has a unique combination of business and management experience. His entry into the world of financial advisory services began in 2006 when he became an internal wholesaler with Triple Net Properties, Inc in Santa Ana, Calif. Dan held a series 7 securities license and was responsible for raising capital for various investment funds through multiple Broker-Dealer and Financial Advisory channels. Dan became a valued resource for hundreds of financial advisors and their clients. He was promoted to Regional Vice President in 2009 and was responsible for one of the firms largest producing territories. He would eventually be named Senior Vice President at Griffin Capital Securities, LLC. Dan took a career detour in 2012 when he was recruited to return to University of Washington, his alma mater, to become the assistant men’s golf coach. Two years later he was named head men’s golf coach at Boise State University. In eight years at Boise Dan was able to recruit elite players from all over the world and helped the Broncos earn back-to-back NCAA Regional berths for the first time in history. Additionally, he oversaw the funding and development of the Jane E. Van Auker Indoor Golf Center on BSU’s campus and was responsible for raising hundreds of thousands of dollars in private funds to enhance the operating budget and student-athlete experience.

EDUCATION:

University of Washington, Bachelor of Political Science

PERSONAL & CIVIC AFFILIATIONS

Dan has consistently leveraged his golf community ties to support local events and organizations such as Brad Duke’s Windfall Classic, Brian Scott and Graham DeLaet’s Idaho Youth Ranch Invitational, Boise State COBE, John Borbonus Memorial, and Big Brothers Big Sisters of SW Idaho.  

Dan and his wife Julia enjoy playing golf, skiing, fly-fishing and raising their three daughters, Josie, Haley and Hannah.



Andrea M. Puopolo Photo

Andrea M. Puopolo

Fixed Income Portfolio Manager
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Andrea M. Puopolo

Andrea M. Puopolo

Fixed Income Portfolio Manager

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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 25 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

       

Kappa Alpha Theta: Advisor: State of Idaho and locally affiliated colleges and 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.)

Amanda Wagner Photo

Amanda Wagner

Client Services
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Amanda Wagner

Amanda Wagner

Client Services

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Amanda will most likely be the first person you see when you come to our office and takes care of the general operations of the office. She supports the other team members with client services and custodian relationship management.

Prior to working with Buffington Mohr McNeal, Amanda worked with health insurance companies within the Treasure Valley for 13 years.

EDUCATION:

Graduate of Boise High School

PERSONAL & CIVIC AFFILIATIONS:

Parent volunteer with local high school marching band and volunteer with Select25 in Idaho

Amanda is a Boise native with a family learning new chapters of their lives as their sons have graduated high school. She loves to read, garden, cross stitch, be with her family and pets (also referred to as her 4 legged kids).


How We Got Started

In April of 1998, Carey McNeal, Bruce Mohr, and Dean Buffington, pictured here, left their respective corporate officer positions in a regional private bank to start an independent registered investment advisory firm focused on private wealth management.


Where We Are Today

While investment products and trends come and go, durable financial counsel stands the test of time. Our firm, now a team of a dozen professionals, manages over $850 million in assets for clients in multiple states.

We operate with a founding principle that successful people recognize they do not have the time, inclination or expertise to manage their wealth alone. Our vision is to do it for them— giving them the ability to truly focus on their lives as a result.


Let’s Combine Storylines

And write the next chapter of your story, together. Reach out to discuss where you want to go and how our firm can help you get there. Our initial consultations are always complimentary.

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Managing Your Wealth and Giving You More Time to Enjoy It


A Prosperous Partnership For Your Lifetime and Beyond

Directing your resources to achieve your goals is our aim. But we know circumstances change, ambitions change, and life happens. We provide informed guidance as your life evolves, recalibrating your wealth plan through an ongoing partnership.


Wealth Management Solutions for Your Unique Circumstances

We collaborate with individuals and families, foundations and endowments, municipal and state organizations, and small business entities to establish custom wealth management plans.


Financial Planning

“A goal without a plan is just a wish.”

Antoine de Saint-Exupéry

We help create such a plan aligned with your goals. And with your personal financial website, you’ll be able to see one clear picture of your wealth—real assets and financial assets—in one place, in real time.

Investment Management

We combine internal expertise with the industry’s top research to construct your portfolio using individual securities. We are not beholden to Wall Street firms who recommend investment products and cookie cutter solutions.

We work to identify extraordinary businesses run by honest and exceptional managers who wisely reinvest free cash flow. 


You’ve Built Your Success Over Time

Our clients are busy balancing life’s demands, and they depend on us to provide financial clarity and direction to continue building on their success. If this sounds appealing to you, we encourage you to reach out for a complimentary initial conversation.

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Our Collaborative Planning Process


Discovery

In our first phase of working together, we’ll get to know your goals, timelines and priorities, and we'll begin to compile your financial data.

Planning

We will lay out your financial data in an easy-to-understand format, giving you a clear picture of your wealth. We’ll discuss and establish a plan to make changes to your financial picture that are in line with your goals.

Solutions

Once we have your overall plan formulated, our team will identify and vet solutions to put your plan into action. With access to the top research providers, we analyze your array of options and determine solutions that are customized to your objectives.

Management

Over time, our team will monitor your financial progress in your personal financial website and manage your investments, documenting results with informative quarterly performance reports. We are an advocate to help you adapt to life’s changes, so we’ll also team up with your other trusted professionals in tax, legal, banking, real estate, and risk management.


Get Started

The first step is to reach out to our team. Our initial consultations are always complimentary. If you have questions or simply want a second opinion, let’s have a conversation.

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Engage a Team of Professionals Committed to Your Financial Wellbeing

Make the Most of Your Time, Work With Us

Let us know you’re interested in a conversation by filling out the form below. We’ll reply the same business day.

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