LPL Client Login

Mission

We strive to help our clients reach their financial goals by providing them with solid, unbiased advice and unparalleled service.

Business Mission

We want to build a sustainable company that will be here to help future generations, provide its employees with an unlimited opportunity for growth, and annually contribute a significant portion of its profits to our local, national, and international communities.

Craig T. Verdi

Photo: Craig Verdi Craig Verdi, CFP,

Craig Verdi is President and founder of Verdi Wealth Planning,Inc. and has worked extensively in the field of financial management since 1985.

A graduate of Washington State University, Craig holds the CERTIFIED FINANCIAL PLANNER¨ certification through the American College. He holds the series 7, 24, 26, 63, and 65 securities registrations through Commonwealth Financial Network.

Craig and his wife, Lisa, have been married since 1990. Together they have two boys, Dominic and Christopher, and currently reside in Southeast Boise. He enjoys spending time with his family and an avid fly fisherman, golfer, and bird hunter as well. Craig sits on the Board of the Boise Rescue Mission as well as the Fellowship of Christian Athletes. He is a member of the BSU Football Coaches Club.

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John W. Gottschall

Photo: John Gottchall John Gottschall,

John is an advisor with Verdi Wealth Planning. He holds series 7, 63, and 65 securities registrations as an Investment Adviser Representative of Commonwealth Financial Network. His responsibilities include client portfolio management, investment research and due diligence, and servicing corporate retirement plans. John joined Verdi Wealth Planning in 2004, and has 9 years of experience in the finance industry.

He earned a B.S. in Business Administration from the University of Dayton, and played on the golf team during his time there. He is currently working on obtaining his CERTIFIED FINANCIAL PLANNER¨ certification through the American College.

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Mary Wells

Photo: Mary Wells Mary Wells,

Mary Wells joined Verdi Wealth Planning in 2005, and currently serves as Director of Client Services. Her responsibilities include fielding client service requests, helping prepare portfolio updates, processing transactions, and assisting with financial plans among other duties.

Mary grew up in Twin Falls and worked in her family restaurant business. She moved to Boise in 1998 and attended ITT Technical Institute where she graduated with a Business Technology Degree. Previously she worked with Farmers & Merchants State Bank in the Central Processing & Technology Department as a Risk Development Coordinator.

Mary now lives in Boise, enjoys reading mystery novels, spending time with her family, and traveling.