In 2000, Alan Van Orden founded Naarden Financial Group, now called Naarden Wealth Management, in response to our clients’ needs to extend our services beyond our traditional CPA firm. Our clients were searching for an advisory relationship that focused on them and was free of commissions and the annoying sales pitch. What emerged was an independent, fee-only advisory firm that focuses on offering unbiased financial advice as we act solely on what is in our clients’ best interest.
Relationships that Endure.
Our goal is to build relationships that endure. We believe wealth management is far more than just picking investments. It's about your goals, your values, and your quality of life. Our advice is more comprehensive than other advisory relationship you may have experienced before. We focus on developing a deep understanding of our client's financial picture in order to provide the most beneficial long-term solutions to achieve their goals and dreams.
Member of the BAM Alliance
Naarden Wealth Management is proud to be a member of the BAM ALLIANCE, a community of more than 140 independent wealth management firms located throughout the United States – united in belief and practice that there is a better, more effective, and more resilient way for investors and their families to safeguard their financial futures and realize their dreams. Be sure to visit www.TheBAMALLIANCE.com to learn more about the advantages our affiliation brings to client relationships.
Meet Our Advisors.
Alan Van Orden, CPA
Mr. Van Orden is a member of The Naarden Financial Group, LLC (Naarden), which was formed in January, 2000. In December, 1999, he passed the NASD Series 65 examination to become an investment advisor representative of Naarden.
In addition to being a member of Naarden, Mr. Van Orden is a partner in the CPA firm of Jordan & Company, Chartered, where he began employment in June 1969.
Mr. Van Orden received his Certified Public Accountant license (#357) from the State of Idaho in November 1965.
Kirk Reeder, CPA, CVA, CFF
He is a member of The Naarden Financial Group, LLC, which was formed in January 2000. In June 2001, Kirk passed the NASD Series 65 examination to become an investment advisor representative of Naarden.
In addition to being a member of Naarden, Kirk is a partner in the CPA firm of Jordan & Company, Chartered where he began employment in July 1981.
He received his Certified Public Accountant license (#1735) from the State of Idaho in September 1982. He also has certifications as a Certified Valuation Analyst (1999) and Certified in Financial Forensics (2010).
Tracey Corta, CPA, PFS
Mr. Corta joined Naarden Wealth Management in July 2004 as an investment advisor representative. Mr. Corta joined the ownership group in February 2007.
In addition to being an investment advisor representative and member of Naarden, Mr. Corta is a partner in the CPA firm of Jordan & Company, Chartered where he began employment in June 1998.
Mr. Corta received his Certified Public Accountant license (#8409) from the state of Oregon in September 1997 and from the State of Idaho (#3635) in July 1998. He also received accreditation from the American Institute of CPA’s as a Personal Financial Specialist (#32962) in December, 2010.
Andy Smart, CPA, PFS
Andrew’s is an active member in the community as a member of the Pocatello Centennial Rotary Club and Board Member for Old Town Pocatello. He is also a member of the American Institute of Certified Public Accountants (AICPA) and the Idaho Society of Certified Public Accountants (ISCPA), Ducks Unlimited and Pheasants Forever.
Angela Moss, CPA/PFS, CFP®
Her assets under management include small business retirement accounts as well as individual retirement and taxable accounts.
As a CERTIFIED FINANCIAL PLANNER™ professional and Personal Financial Specialist, Angela uses her experience and expertise to provide personal financial planning in addition to investment management.
Bob Long, CPA/PFS, CFP®
Bob has extensive experience in financial planning, income tax preparation and planning, business consulting, and litigation support service.
Bob has been authorized by Certified Financial Planner Board of Standards, Inc. (CFP Board) to use the certification marks CFP® and Certified Financial Planner™ in accordance with CFP Board certification and renewal requirements. These marks identify those individuals who have met the rigorous experience and ethical requirements, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.
He has also been awarded the Personal Financial Specialist (PFS) designation by the American Institute of CPA's (AICPA). Professional affiliations include the American Institute of CPA’s and the Idaho Society of CPA's. Bob is a past president of the Southeast Idaho Chapter of the Idaho Society of CPA's and a past president of the Pocatello Estate Planning Council. He is currently a member of the ISCPA's Personal Financial Planning Committee, and the Idaho State Board of Accountancy's Peer Review Oversight Committee. He has also served with various civic committees and organizations.During the off-hours, he enjoys hiking, running, mountain biking, Nordic and Alpine skiing, climbing, golf and sailing.
Prior to working Naarden Wealth Management, Vicki spent over 20 years working in various capacities of the grocery business.