Here is who you will meet at your campus starting January 2025:
After the transiton is complete, each campus will have a dedicated Workplace Financial Consultant that will be available to meet with you for one-on-one appointments. Our Workplace Financial Consultants are licensed financial professionals who can help you plan for your financial future. Watch for an invitation to schedule an appointment.
Boise State University, College of Western Idaho
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Burke Driscoll |
Burke Driscoll, a Fidelity Workplace Financial Consultant, has more than six years with the company and 24 years in the financial industry. Mr. Driscoll promotes financial wellness for plan participants through one-on-one planning and educational events. A Chartered Retirement Planning CounselorSM, investment advisor representative, registered securities representative and licensed insurance representative, Burke holds a bachelor’s degree in history and political science from Loyola Marymount University and a master’s degree in business administration from the University of Memphis. Investment advisor representatives are licensed with Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, and registered with Fidelity Brokerage Services LLC (FBS), a registered broker-dealer. Whether a Fidelity representative provides advisory services through FPWA for a fee or brokerage services through FBS will depend on the products and services you choose. |
Boise State University, College of Southern Idaho, College of Western Idaho
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TJ Richards |
TJ Richards, a Fidelity Workplace Financial Consultant, has more than eight years with the company. He was previously a branch planning consultant for Fidelity’s Personal Investing Unit in the St. Louis Investor Center. Mr. Richards promotes financial wellness for plan participants through one-on-one planning and educational events. A Chartered Retirement Planning CounselorSM, investment advisor representative, registered securities representative and licensed insurance representative, TJ holds a bachelor of arts degree in business management from the University of Utah. Investment advisor representatives are licensed with Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, and registered with Fidelity Brokerage Services LLC (FBS), a registered broker-dealer. Whether a Fidelity representative provides advisory services through FPWA for a fee or brokerage services through FBS will depend on the products and services you choose. |
College of Eastern Idaho, Idaho State University
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Brady Hunsaker |
Brady Hunsaker, a Fidelity Workplace Financial Consultant, has more than 13 years with the company. He was previously a retirement relationship manager for Fidelity’s Retirement Investment Solutions Group. Mr. Hunsaker promotes financial wellness for plan participants through one-on-one planning and educational events. A CERTIFIED FINANCIAL PLANNER® certificant^, investment advisor representative, registered securities representative and licensed insurance representative, Brady holds a bachelor’s degree in finance and economics from Utah State University. Investment advisor representatives are licensed with Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, and registered with Fidelity Brokerage Services LLC (FBS), a registered broker-dealer. Whether a Fidelity representative provides advisory services through FPWA for a fee or brokerage services through FBS will depend on the products and services you choose. |
College of Eastern Idaho, Idaho State University
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Teo Ngatuvai |
Teo Ngatuvai, a Fidelity Workplace Financial Consultant, has more than 23 years with the company. He was previously a sales and service representative for Fidelity's Personal Investing Group. Mr. Ngatuvai promotes financial wellness for plan participants through one-on-one planning and educational events. A CERTIFIED FINANCIAL PLANNER® certificant^, investment advisor representative, registered securities representative and licensed insurance representative,Teo holds a bachelor's degree in business management and economics from the University of Richmond and a master's degree in business administration from the University of Utah. Investment advisor representatives are licensed with Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, and registered with Fidelity Brokerage Services LLC (FBS), a registered broker-dealer. Whether a Fidelity representative provides advisory services through FPWA for a fee or brokerage services through FBS will depend on the products and services you choose. |
Lewis-Clark State College, North Idaho College, University of Idaho
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Cody Maschmeier |
Cody Maschmeier, a Fidelity Workplace Financial Consultant, has more than 16 years with the company. He was previously a dedicated investment education consultant for Fidelity’s Tax-Exempt Workplace Investing unit. Mr. Maschmeier promotes financial wellness for plan participants through one-on-one planning and educational events. A Chartered Retirement Planning CounselorSM, investment advisor representative, registered securities representative and licensed insurance representative, Cody holds a bachelor's degree in economics from the University of New Mexico. Investment advisor representatives are licensed with Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, and registered with Fidelity Brokerage Services LLC (FBS), a registered broker-dealer. Whether a Fidelity representative provides advisory services through FPWA for a fee or brokerage services through FBS will depend on the products and services you choose. |
^The CERTIFIED FINANCIAL PLANNER® certification, which is also referred to as a CFP® certification, is offered by the Certified Financial Planner Board of Standards Inc. (“CFP Board”). To obtain the CFP® certification, candidates must pass the comprehensive CFP® Certification examination, pass the CFP® Board’s fitness standards for candidates and registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility, and have at least three years of qualifying work experience, among other requirements. The CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, CFP® (with plaque design), and CFP® (with flame design) in the U.S.