My Story

Following a brief but exciting career as a professional tennis player, I started my advisory practice in 2001 seeking to earn each client’s trust as their key family advisor.  

Much like a great coach, I believe my role as a financial advisor is to lead, guide and inspire clients to reach for their highest goals in life.  Working closely, often over periods spanning decades, clients have come to experience clarity and confidence knowing I am focused on reducing risk and maintaining their specific life goals. 

My clients have grown accustomed to leaning on the vast team of internal experts I coordinate to manage the complexities of their wealth and specific family dynamics. We frequently engage regional private banking partners as well as wealth planning directors to find the most effective solutions. Specifically, we focus on simplification and implementation of a cohesive plan that can tackle issues from retirement planning and executive compensation to family business succession planning and legacy goals. 

My practice is my life’s passion and I consider myself lucky to be entrusted with so much by my clients.  I am equally passionate about community work and have served on many non-profit boards over the last 17 years highlighted by Fundsy Inc, a board I currently lead as President. Outside of work I enjoy golf, tennis and Crossfit and love spending time with my wife Jenny and our two daughters Mikaela and Kassidy.
Services Include
  • Financial Planning1
  • Retirement Planning2
  • Wealth Management3
  • Business Succession Planning4
  • Estate Planning Strategies5
  • Philanthropic Services
  • Executive Financial Services6
  • Life Insurance7
  • Stock Option Plans8
Securities Agent: ID, WA, VA, UT, TX, OR, NJ, NC, MT, MD, MA, GA, FL, DC, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1297757
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
As your financial advisor I engage with every client on a comprehensive level guided by a disciplined process and aligning world class resources to execute. In order to achieve success I make the commitment to know you and your family to better I understand your investing, business ventures and philanthropic inclinations. Often my advice transcends investing and tackles issues related to wealth transfer, liability management, business succession strategies or maximization of equity compensation.

I ask the right questions- about your values and aspirations- and try to anticipate unexpected challenges and chart the course most suitable for you to achieve your goals. My efforts are often rewarded by my clients loyalty which spans multiple generations.

For more than 17 years my clients have looked to me first to lead the effort to help simplify the complex issues of managing their wealth and family dynamics. As such, I collaborate with several world-class experts uniquely qualified to help me make a real difference in you life...
    I work closely with technology employees to help them gain a better understanding of their equity compensation and the role it plays in their overall financial picture.

    My areas of focus include:
    Understanding Your Equity Awards
    Increasing Liquidity
    Diversification Strategies
    Financial Planning
    Retirement Planning
      • Fundsy Inc. - Current Board President

      • Make a Wish Foundation, Idaho - Volunteer Wish Grantor

      • First Tee of Idaho - Past Board Member

      • Camp Rainbow Glow - Past Board Member

      • Varsity B - Member

        Client Service Team

        • Shanna Webb - Registered Client Service Associate
          Graduate of Northwest Nazarene University, Cum Laude Honors

          Degree in Economics

          Member of Omicron Delta Epsilon Economics Fraternity

          Recipient of the 2013 Outstanding Leadership Award, Omicron Delta Epsilon

          Focuses on delivering an exceptional client experience

          Series 7 License

        Location

        101 S Capitol Blvd
        Suite 401
        Boise, ID 83702
        US
        Direct:
        (208) 338-2743(208) 338-2743
        Toll-Free:
        (800) 247-7813(800) 247-7813
        Fax:
        (208) 338-2750(208) 338-2750
        Investment and Market Perspectives

        On the Markets

        Retirement

        Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
        • 401(k) Rollovers
        • IRA Plans
        • Retirement Income Strategies
        • Retirement Plan Participants
        • Annuities
        The Simple Six-Step Retirement Checkup

        The Simple Six-Step Retirement Checkup

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        Investing

        Working closely with you to guide your wealth and investments through the most challenging market cycles.
        • Asset Management
        • Wealth Planning
        • Traditional Investments
        • Alternative Investments
        • Impact Investing
        Investing in Artificial Intelligence and Automation

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        Family

        Creating customized financial strategies for the challenges that today's families face.
        • Estate Planning Strategies
        • 529 Plans / Education Savings Planning
        • Long Term Care Insurance
        • Special Needs Planning
        • Trust Services
        A Parent's Guide to Talking to Your Kids About Money

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        Raising kids to be smart about money requires creating an environment where they are neither insecure, nor overconfident about family finances.

        Business Planning

        Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
        • Succession Planning
        • Business Planning
        • Retirement Plan Sponsors
        • Qualified Retirement Plans
        • Corporate Pension Funds
        6 Keys to Building a Startup

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        Philanthropy

        Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
        • Endowments
        • Foundations
        • Donor Advised Funds
        • Impact Investing
        Choosing an Environmental Charity

        Choosing an Environmental Charity

        There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

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        Ready to start a conversation? Contact Remy Pop today.
        Market Information Delayed 20 Minutes
        1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

        2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

        3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

        4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

        5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

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