Our financial professionals have a long history of helping clients navigate to their dreams and financial future. We bring a variety of experience from working with many firms to help provide each client with the tools they need to make it to their desired destination.
Our wide array of planning structures allows us to customize each plan to the needs of the client. With a focus on Wealth Planning, Tax Mitigations, 1031 Real Estate Exchanges, Charitable Planning, Legacy Planning Businesses Continuation Planning and Executive Bonuses we have helped many clients around the Pacific Northwest.
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and we will help provide unbiased recommendations and professional guidance.
A financial professional with a successful track record in the insurance industry, Scott Leavitt brings over 25 years of full time experience to Gem State Financial Group. Along with his strong leadership skills and attention to detail, Scott has a track record working with both clients and advisers.
VP of Wealth Management
Michael Patrick is a senior wealth advisor with a long history of helping clients navigate to their dreams and financial future. After serving 22 years in the US Military and 19 years as a wealth advisor, he brings a unique set of skills to guide his clients to their future.
Amy has been a huge help to Scott since he went off on his own in 1994 and in the development of Gem State Financial Group since it began. She knows the insurance lingo very well and is a great asset to our agency.
Director of Operations
Preston has been around the Insurance and Financial Services business all of his life. He is a graduate of Boise State University and has a passion for helping people.
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* Representatives offers products and services using the following business names: Gem State Financial Group – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Gem State Financial Group.
Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.