Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
At Capital Financial Solutions, LLC, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
We also can answer your questions, including:
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
Office Manager - Payette
David Kluksdal is co-founder of Capital Financial Solutions, LLC and began his career as a Financial Advisor in the summer of 2004.
Office Manager - Boise
Lori is a 4th generation Idahoan and has lived in Boise for 20 years. She is a proud graduate of Boise State University with a degree in Business Management. Lori and her husband have two daughters and a Golden Retriever. She spends...
Mark Rupp, CFP®, joined Capital Financial Solutions, LLC in October of 2010 after working with Minnesota Life and ING Financial Partners.
Steve Stech is co-founder and President of Capital Financial Solutions, LLC. As a former Air Force fighter pilot and officer, he learned the qualities you need as your financial advisor – integrity, vision, enthusiasm, dedication...