Our People

ALL
  • M. Dean Buffington
  • Shirley Cleveland
  • Joseph Eiguren
  • Molly Guenther, CFA® CFP®
M. Dean Buffington
Wealth Management Advisor
208-338-5551

Dean has more than 45 years of trust and investment management experience. Prior to co-founding Buffington Mohr McNeal he was an Executive Vice President and Manager of the trust and private banking group of First Security Bank of Idaho, N.A. a regional banking organization (now Wells Fargo Bank).  After 16 years as a principal in the firm Mr. Buffington sold his interest to the firm in 2014. He continues to play an integral role as a consultant to the firm and our clients.

EDUCATION:

Bachelor of Science in Accounting, The College of Idaho

Juris Doctorate, Willamette University College of Law

PERSONAL & CIVIC AFFILIATIONS:

In addition to his professional experience, Dean is a past member of the Board of Trustees for St. Alphonsus Regional Medical Center Foundation and a past member of The College of Idaho Board of Trustees. Dean is a past president of the Idaho Banker's Association, past president of the Boise Estate Planning Council, and past chairman of the Associated Taxpayers of Idaho. He has also served on the national Board of Trustees and as chairman of the Finance Committee of the Pension Fund of the Christian Church (Disciples of Christ).

Shirley Cleveland
Client Services
208-338-5551

Shirley is responsible for all functions related to client account opening, client service, and custodial relationship managment. She also assists with SEC compliance. She has nearly 25 years of experience in banking, brokerage and wealth managment. Shirley has been a registered investment advisor representative with Buffington Mohr McNeal for almost 15 years.

Prior to joining Buffington Mohr McNeal, Shirley worked as a financial consultant for Charles Schwab & Co., Inc. in Boise, Idaho and prior to that she was a financial services representative for First Security Bank (Now Wells Fargo Bank)

EDUCATION:

Undergraduate studies at Boise State University and George Fox University

PERSONAL & CIVIC AFFILIATIONS:

Girl Scout troop leader and service unit volunteer.  Girl scout leader over seven years with troop focus on community service (Rake up Boise, tree planting, food bank, quilting for donation / Project Linus).  Service unit leadership for planning and executing activities for troops in SE Boise (camp, more service).  Volunteer time centered around kid’s activities, mostly band.

Married 27 years, transitioning to empty nest and learning how  to cook just for two. Love to read and really appreciate the new audio book craze (great for multitasking).  Best down time is spending time with family and friends or enjoying an evening at Shakespeare or other live musical performances.   Love to travel and explore new places.

Joseph Eiguren
Wealth Management Advisor
208-338-5551

Joe has over a decade of business and finance related experience. His entry into the world of financial advisory services began as a college intern at one of the world’s largest securities firms. As a Commercial Lender with Idaho Independent Bank, he gained a deep understanding of banking by working in all departments within the bank. He worked directly with the Bank’s CEO and COO in developing and managing special assets department within the bank. Leaving banking to begin an entrepreneurial career, Joe co-founded and owns Intelligent Office of Boise, a professional business center franchise operating throughout the United States and Canada. The business continues to operate in downtown Boise to this day. Prior to joining BMM, Joe was recruited to serve as the General Manager of Tolsma USA, the American subsidiary of an international agricultural equipment company based in the Netherlands. The company is a world leader in vegetable storage and handling technology, operating in over 60 counties on six continents. Joe’s extensive experience in banking, financial services, international and domestic business as well as agriculture give him a unique approach to financial services.

EDUCATION

Bachelor of Science, Finance, University of Idaho College of Business and Economics

PROFESSIONAL & CIVI AFFILIATIONS

Joe is active in the community, serving as a board member of both the Cenarrusa Foundation for Basque Culture and the Idaho Classic Boat Association. He and his wife Katie are also active in the University of Idaho Vandal Boosters Association and they served as Co-Chairs of the Idaho-Oregon Fruit & Vegetable Association Convention in 2019.

Joe, along with his wife Katie and their two daughters, Sophia and Jaqueline, enjoy playing basketball, soccer, riding bikes, and skiing. They love to travel and spend time in the Idaho Mountains.

 

 

Molly Guenther, CFA® CFP®
Wealth Management Advisor
208-338-5551

Molly manages portfolios for individuals and their families, conducts investment research and provides financial planning and strategy.  Prior to joining Buffington Mohr McNeal in June 2017, she served as a Senior Portfolio Manager for Montag Wealth Management in Atlanta, GA for eleven years.  Prior to Montag, Molly worked for SunTrust Bank as the Regional Managing Director of Personal Asset Management – Georgia.  In that role she supervised portfolio managers throughout the state, managed several key client relationships and delivered regular economic update presentations to company management and external forums.  She has 30 years of trust and investment management experience. 

EDUCATION:

Bachelor of Science in Management, Georgia Institute of Technology, 1988

Chartered Financial Analyst (CFA), 1991

Certified Financial Planner® certification from the CFP® Board, 2006

 

PERSONAL AND CIVIC AFFILIATIONS:

Molly and her husband, Stu, lived in Atlanta, GA for over 30 years before relocating to Boise in June 2017.  They have two grown children.  Molly is a member of the Boise Downtown Rotary Club, Idaho Women’s Charitable Foundation, CFA Society of Idaho and Boise Estate Planning Council.  She is a former President and Trustee of the Atlanta Society of Finance and Investment Professionals and a former board member of the Atlanta Estate Planning Council.  Molly served as an instructor for the CFA Exam preparatory course in Atlanta for six  years. 

 

  • Steve Kovach, CFP®
  • Tyler Lang
  • Rod P. MacKinnon
  • Ryan Malone
Steve Kovach, CFP®
Wealth Management Advisor
208-338-5551

Steve has more than 20 years of experience in the financial services industry. Prior to joining Buffington Mohr McNeal, Steve was a financial consultant at Charles Schwab & Co., Inc. where he helped his clients achieve their goals using the appropriate solutions and strategies available through Schwab’s broad product offering.

EDUCATION & PROFESSIONAL AFFILIATIONS:

Bachelor of Science, Finance, Michigan State University.

CERTIFIED FINANCIAL PLANNER™ certification from The CFP® Board 

PERSONAL & CIVIC AFFILIATIONS:

Steve is a native of East Lansing, Michigan where he met his wife of 22 years while in high school.    He and his wife have two teenage sons.  Steve has been a member of the Financial Planning Association since 2012.  When not helping clients and the community with financial planning matters he can usually be found on the river, a fly rod or paddle in hand. 

Tyler Lang
Wealth Management Advisor
208-338-5551

Ty is responsible for portfolio management, executing security trades, equity research and works directly with asset custodians, brokers, and clients to ensure proper portfolio asset allocation to meet investment policy objectives.  He has over 14 years of experience in equity research and trading with the firm.  Prior to joining Buffington Mohr McNeal, Ty worked as an analyst for Federated Insurance based in Seattle, WA covering the Pacific Northwest. Prior to his analyst work at Federated Insurance in Seattle, he worked as a commercial loan analyst at U.S. Bank in Boise. 

 EDUCATION:

Bachelor of Science, The University of Idaho, Finance and Accounting

Completed his educational requirements for the CFP® exam through the College of Financial Planning

PERSONAL & CIVIC AFFILIATIONS: 

Past board member of the downtown Boise YMCA, volunteer with Treasure Valley Habitat for Humanity and Paint the Town - Boise. Hobbies include running, spending as much time as possible in the outdoors, and time with his family

 

 

Rod P. MacKinnon
Wealth Management Advisor
208-338-5551

Rod has more than 30 years of experience in the financial services industry. He first joined U.S. Bancorp in 1983 as a commercial loan officer in their National Account Division. In 1986, he went on to Gallagher Capital Corp., a Portland, Oregon investment banking company (now Pacific Crest Securities). There his duties included securities research and sales to institutional clients. In 1990 he joined Mountain Pacific Investment Advisers, Inc., a Boise, Idaho registered investment adviser. In his 25 years with Mountain Pacific, he served as a portfolio manager for the firm's high net worth clients. He also co-managed a common stock portfolio for the Idaho State Retirement System (PERSI) and was a member of the firm's stock selection and investment policy committee. He joined Buffington Mohr McNeal in January 2016 as a portfolio manager and member of the investment committee.

EDUCATION:

Bachelor of Arts, The Colorado College

Master of Business Administration, The University of Oregon

PERSONAL & CIVIC AFFILIATIONS:

Rod is a board member for the Boise State University Foundation. He is an accomplished golfer, skier and fly fisherman.

Ryan Malone
Wealth Management Advisor
208-338-5551

Ryan has more than 15 years of experience in the financial services industry.  Prior to joining Buffington Mohr McNeal, Ryan spent his career with U.S. Bancorp.  In 2007, Ryan became a Portfolio Manager.  In this position, he assisted clients with investment management by identifying goals and risk tolerance and establishing a disciplined investment process. 

In his most recent role as Division Investment Director and Senior Vice President for U.S. Bancorp’s Wealth Management Department, Ryan managed a team of five portfolio managers overseeing the Idaho/Washington division with over $2 billion in assets under management.

EDUCATION

Bachelor of Science in Finance and Economics, University of Idaho College of Business and Economics

Masters of Business Administration, Northwest Nazarene University

PERSONAL & CIVIC AFFILIATIONS

Current Finance Committee member - Ronald McDonald House Charities of Idaho

Past Board Member – Wassmuth Center for Human Rights (previously the Idaho Human Rights Education Center)

Leadership Boise (Class of 2015)

Ryan and his wife Mollie stay active with their three boys.  As natives of Idaho, they enjoy all the great features of this state and its people.

  • Carey H. McNeal
  • Bruce R. Mohr
  • Rick Perez, CPA®
  • Andrea M. Puopolo
Carey H. McNeal
Wealth Management Advisor
208-338-5551

Carey has more than 30 years of experience with the complex aspects of investment management and financial planning. He provides clients with comprehensive financial advisory services, including portfolio analysis and retirement planning.

Prior to co-founding Buffington Mohr McNeal he held positions in investment brokerage with Robert W. Baird & Co., First Security Investor Services, and First Security Bank Private Client Services (now Wells Fargo Bank)

EDUCATION & PROFESSIONAL AFFILIATIONS:

Bachelor of Business Administration, College of Business and Economics, Boise State University.

Registered Financial Advisor (NAPFA) National Asssociation of Professional Financial Advisors.

Member and Past Board Public Relations Chairperson for (FPA) The Financial Planning Association.

Charter Member of The Southwest Idaho Planned Giving Council

PERSONAL & CIVIC AFFILIATIONS:

Current board member for The Idaho Shakespeare Festival Foundation, Inc.

Member of the Boise Downtown Rotary Club.

Past Secretary for The Greater Boise Rotary Foundation, Inc.

Past President of Big Brothers Big Sisters of Southwest Idaho

Past Regional President and National Board Member for Big Brothers Big Sisters of America.

Past Board President for Family Advocates, Inc.

Carey and his wife Daphne have five children ranging in age from 15 to 28 plus two special Bernadoodle pups named Junie B and Ginger.  Together they enjoy advocating the individual pursuits of their children, Sunday family dinners, golf, tennis, and international travel.

 

Bruce R. Mohr
Wealth Management Adviosr
208-338-5551

Bruce is skilled at identifying sound and profitable investment opportunities. He chairs our firm's investment policy committee and maintains oversight of the portfolio management function for equity and fixed income securities. Bruce is also our Chief Compliance Officer.

Bruce has over 30 years of investment management experience. Prior to co-founding Buffington Mohr McNeal, Bruce was a Vice President, Senior Portfolio Manager, and a member of the Board of Directors for First Security Investment Management, Inc., a regional registered investment advisory firm.

EDUCATION:

Bachelor of Science in Finance, Honors College, Boise State University

Masters of Business Administration, University of Oregon 

PERSONAL & CIVIC AFFILIATIONS:

Bruce's civic contributions have included serving as President of the Boise Contemporary Theater Board, chairing the Boise City Arts Commission and serving as a board member for Ballet Idaho and the Boise Nationals Soccer Club, as well as investment committee member for the Morrison Center Endowment Foundation. Bruce is also a member of the Association for Investment Management and Research.

Rick Perez, CPA®
Wealth Management Advisor
208-338-5551

Rick has more than a decade of experience in the accounting and finance industry. Prior to joining Buffington Mohr McNeal, Rick was the Controller for Boise Hunter Homes where he analyzed, budgeted and accounted for investments in real estate and equities, as well as handled tax planning and review for trusts and multiple privately held companies.

EDUCATION & PROFESSIONAL AFFILIATIONS:

Bachelor of Science, Summa Cum Laude, Accountancy/Finance,College of Business and Economics at Boise State University

Master of Accountancy/Taxation, College of Business and Economics, Boise State University.

Rick is a CERTIFIED PUBLIC ACCOUNTANT™. He is also an active member of the Idaho Society of Certified Public Accountants.

PERSONAL & CIVIC AFFILIATIONS:

Rick and his wife Christine have three daughters; Kate, and twins Alice and Claire. When not at work, he enjoys spending time with his family and playing tennis.

Andrea M. Puopolo
Fixed Income Portfolio Manager
208-338-5551

Andrea is responsible for executing fixed income security trades, security research and selection. She works directly with asset custodians and brokers to ensure proper portfolio asset allocation to meet investment policy objectives. Andrea also manages daily operation of portfolio accounting, reporting and billing. Andrea has over 15 years of financial experience in private client services. Prior to joining Buffington Mohr McNeal Andrea worked in the Private Bank of First Security Corporation (now Wells Fargo Bank)

EDUCATION:

Bachelor of Science, The University of Nevada-Reno

PERSONAL & CIVIC AFFILIATIONS:

Chamber of Commerce Leadership Boise Class of 2006

Kapp Alpha Theta: Advisor: State of idaho and localy affiliated colleges. Various Board Memberships.

Andrea has served in multiple volunteer positions at both Highlands Elementary and Challenger Schools.  She has also served as a Girl Scout volunteer. Her hobbies include hiking, yoga, family-oriented activities of all interests (cooking, biking, blowing things up and taking things apart, growing things, creating things, then cleaning things.)

 

  • Amanda Wagner
Amanda Wagner
Client Services
208-338-5551

Amanda will most likely be the first person you see when you come to our office and takes care of the general operations of the office.  She supports the other team members with client services and custodian relationship management.

Prior to working with Buffington Mohr McNeal, Amanda worked with health insurance companies within the Treasure Valley for 13 years.

Education:
Graduate of Boise High School

Personal & Civic Affiliations:

Parent volunteer with local high school marching band and volunteer with Select25 in Idaho

Amanda is a Boise native with a family learning new chapters of their lives as their sons have graduated high school. She loves to read, garden, cross stitch, be with her family and pets (also referred to as her 4 legged kids).