Capital Financial Solutions, LLC was founded in 2009 by Steve Stech and Dave Kluksdal. After working 5 years in another firm, we realized there was a better way to serve our clients and to run a financial services business. Together we formed a company that has the flexibility to align products and services to better meet our client’s financial objectives. At the same time Capital Financial Solutions, LLC was founded, we also built the building in which we currently reside on Glenwood St. in Boise. The ownership of our work location displays the long-term commitment we have to provide financial advice to our clients.
In 2010 we brought on Mark Rupp as an additional business partner. He already had an established business but again realized our business model was more conducive to client satisfaction. Due to Mark’s connections in Western Idaho, we decided to expand our business in 2018 by setting up a second branch location in Payette, ID. We can now bring our excellent customer service to Western Idaho and Eastern Oregon.
In 2022 we welcomed Lori Reinke to Capital Financial Solutions, LLC. She was providing excellent customer service to her clients at her previous location but decided our organization brought more independent products and services to her clients. She is a great addition to the team and we look forward to many years of collaborative work with us.