Stan Mock, CFP®

CERTIFIED FINANCIAL PLANNER

Stan Mock, CFP is the owner of Financial Planning Services, LLC . Stan is a Registered Representative, Registered Principal of The O.N. Equity Sales Company, Member FINRA/SIPC , and an Investment Advisor Representative associated with O.N. Investment Management Company, a Registered Investment Advisory firm. He has over 47 years of experience in financial planning, retirement planning, and related areas of risk, insurance and investment management. Stan works with a "selected clientele" interested in reducing income taxes and accumulating additional wealth.

Stan was listed among "The Best Financial Planners in the United States" by Money magazine and has been included in the Marquis "Who's Who in America." Stan is a past President of the International Association of Financial Professionals (now FPA ); a past Board Member of Financial Planning Association ; a past Board Member of The Society of Financial Service Professionals-Southern Idaho Chapter; a past Board Member of the Boise Association of Insurance and Financial Advisors ; and a National Management Award winner for 30 years. In addition, Stan served over 12 years on Ohio National Financial Services' Field Advisory Board. Stan is also a member of The Boise Metro Chamber of Commerce and the Better Business Bureau.

He has been a member of The National Association of Financial and Insurance Advisors for 46 years and a member of the General Agents and Managers Association for 42 years. In 2003, he was awarded the Edward R. Glennon Award of Excellence by the Boise Association of Insurance and Financial Advisors . Stan is qualified for the highest level (Top of the Table) of the Million Dollar Round Table , a professional organization consisting of the top life insurance and financial services producers around the world. Stan is an active member of Business Network International (BNI), a member of Financial Planning Association , (FPA), and a member of the Arid Club , Boise, ID. In 2013, Stan received NAIFA - Idaho's highest honor by being named "Adviser of the Year".

Started in 1978, Financial Planning Services, LLC is owned by Stan and his wife Deloris and serves thousands of clients. Financial Planning Services , LLC has a support staff consisting of a Registered Sales Assistant and four Administrative Assistants.

Gary Blakeslee

Registered Representative

Gary Blakeslee is a Registered Representative associated with The O.N. Equity Sales Company, Member FINRA/SIPC and an Investment Advisor Representative associated with O.N. Investment Management Company, a Registered Investment Advisor. Gary has been in the financial services business since 1992, specializing in individual and small company planning issues.

Gary`s 34 years of past experience in business development and the successful management of over $30,000,000 in annual sales from his previous company gives him the background to work well with other business owners. His focus is financial planning for individuals. He evaluates financial concerns and helps clients establish goals. He specializes in developing long-term relationships with his clients because lifestyle changes can occur that require modifications in the planning necessary to achieve individual goals. Gary also specializes in Tax-Deductible Retirement Planning; 401(k) Profit Sharing Plans; Money Purchase Plans; SIMPLE IRAs; Key Person Insurance; Split Dollar Insurance; Disability Income Insurance Plans; Executive Bonus (Section 162 Plans); and Group Life and Medical insurance.

His community involvement includes professional associations and other public service groups, i.e., President, Boise Chapter, International Association for Financial Planning; Past President and Board Member of Boise Rotary Club Southwest; Boise Association of Life Underwriters; and a Board member of the Junior Achievement of Boise. Gary is looking forward to working with you in creating a plan that will help ensure your financial future. Don`t let lack of planning destroy the financial independence you deserve and have every right to expect!

Olani Beal

CLU, CHFC

Born and raised in Idaho, Olani is a true Idaho native who attended Rick's College in Rexburg, Idaho and graduated from University of Idaho in Moscow. Having taught High School Vocational Agriculture for four years prior to entering the financial services industry, Olani has a unique ability to break down complex financial issues into easy-to-understand language.

Olani is a Registered Representative associated with The O.N. Equity Sales Company, Member FINRA/SIPC, and an Investment Advisor Representative associated with O.N. Investment Management Company, a Registered Investment Advisor. He has been in the insurance and financial industry for 39 years, joining Financial Planning Services, LLC in September of 2001. Olani travels throughout Idaho, Oregon, Utah and Nevada to meet with clients on a regular basis. He is a current member of the National Association of Insurance and Financial Advisors and a former member of the Boise Estate Planning Council.

Olani specializes in employer-sponsored retirement plans and rollover IRAs. He focuses heavily on creating investment programs that emphasize efficient management of assets; asset allocation and rebalancing strategies designed to reduce risk due to death or disability; estate plans, working with tax attorneys, CPAs and trust officers to eliminate as many transfer costs as possible; and he works to provide needed liquidity at death to minimize estate transfer costs.

His training includes earning his CLU ® (Chartered Life Underwriter) designation, ChFC ® (Chartered Financial Consultant) designation and an Advanced Estate Planning Certificate from American College.

Olani and his wife, Caren, are parents of six children, grandparents of 13, and are active in the Church of Jesus Christ of Latter Day Saints. When not working, Olani can often be found working in his yard, hiking in the mountains and helping others wherever he can.

Aaron Briggs

CFP®

Aaron Briggs, CFP®, joined Financial Planning Services, LLC in 2017. Aaron is a Registered Representative associated with The O.N. Equity Sales Company, Member FINRA/SIPC, and an Investment Advisor Representative associated with O.N. Investment Management Company, a Registered Investment Advisor. He has over 10 years of experience in the financial services industry, achieving pacesetter awards as one of the fastest growing financial practices when he worked with Northwestern Mutual, as well as Morgan Stanley and Merrill Lynch. Aaron decided to move his growing practice from Merrill Lynch to FPS, LLC when he was afforded the opportunity to work closely with an accomplished team of advisors who have over 100 years of financial planning experiences combined.

Aaron's approach to life is to serve others before self and he believes that a person is reflected in what they do and how they do it. Aaron is sincere in his desire to help you and has never encountered a problem that did not have an answer. As we all know, identifying solutions and getting them implemented is not always easy. He is committed to helping you and, more importantly, partnering with you as changes occur. In the role of both analyst and coach, Aaron recommends tailored practical solutions by creating investment programs that emphasize efficient management of assets. Asset allocation and performance monitoring are maintained in line with your goals to help reduce risk. He will keep you informed of progress toward your goals and show you how much investment income you will have under different spending, saving and allocation scenarios over time.

Aaron is passionate about his family, his community, and his country--and believes every individual can succeed. His life approach coupled with his leadership creates a powerful combination that is producing outstanding results. If you are searching for someone you can trust to be a reliable advisor, Aaron would love for you to contact him.

  • Financial Planning
  • Retirement Planning
  • Estate Planning*
  • Education Planning
  • Insurance & Annuities
  • Private Asset Management
  • Equity Investments
  • Fixed Income
  • Global Wealth Management
  • REIT's

*Estate planning services provided in conjunction with your licensed legal advisor.