King Miller Barrios & Boe Investment Group

We are located in the Boise area and in Sun Valley.

661 S Rivershore Lane
Suite 200
Eagle, ID 83616

The Christiania Building
675 Sun Valley Road
Suite M
Ketchum, ID

The members of the King Miller Barrios & Boe Investment Group formed a team believing that through collaborative effort we are able to achieve the best results for our clients. Each of us brings to the group unique knowledge and capabilities and, since our skill sets complement one another, we are well positioned to provide exceptional service to our clients.

R. Brian King
AWM
Senior Vice President - Financial Consultant

(208) 389-6812
brian.king@rbc.com

Brian King brings more than 15 years of financial management expertise as founding partner of King Miller Barrios & Boe Investment Group (KMBB), a high-net-worth investment team within RBC Wealth Management.

King co-founded KMBB in 1999 and is based in the Boise-area. Prior to KMBB, he spent nearly a decade as a top financial planning expert and educator with Merrill Lynch. During his time there, he was a member of the exclusive Chairman’s Council, routinely recognized for his outstanding financial planning achievements, and tapped to educate and train new financial advisors.

An active community member and corporate citizen, King serves as president of the Hoop Dreams Foundation, volunteers as a youth basketball coach and recently served on the Boise State University Foundation Investment Committee. He is a graduate of Boise State University, the Estate and Wealth Management Strategies Institute at Michigan State University, and the Center for Fiduciary Studies at the University of Pittsburgh Joseph M. Katz Graduate School of Business. King is an Accredited Wealth Manager (AWM). An Oregon native, he has spent the last 25 years in the state of Idaho. King is an upland bird hunter, golfer and enjoys weekend trips to McCall and Sun Valley with his wife Sonja, son Brooks and daughters Janie and Betsey.

Mark C Miller
First Vice President - Financial Consultant

(208) 389-6814
mark.miller2@rbc.com

Mark C. Miller brings clients more than 15 years of asset management experience as co-founding partner of King Miller Barrios & Boe Investment Group (KMBB), where his practice is focused on portfolio construction, monitoring, manager selection and due diligence. Prior to co-founding KMBB in 1999, he was a financial advisor at Merrill Lynch for eight years.

Miller is an active community member who serves on the Friends of ZOO board in Boise and founded the University of Oregon Alumni Association’s Idaho chapter. He earned a Bachelor of Science degree from the University of Oregon. Miller is a Boise native who loves the outdoors, enjoys biking, golfing, fly-fishing, and spending time with his wife Jenn and son Max.

George J Barrios
Vice President - Financial Consultant

(208) 389-6815
george.barrios@rbc.com

George J. Barrios provides clients with more than a decade of comprehensive expertise in the areas of private banking, cash management strategies, liability management, and portfolio performance reporting. His history of working closely with the KMBB team members since 1999 strengthens KMBB’s thorough approach.

Barrios earned a Bachelor of Science degree in education from California State University, Fullerton. He spent 16 years as a successful NCAA basketball coach and was instrumental in guiding his teams to eight NCAA tournament appearances. George loves to travel with his wife Heidi. They have a son Jack, and daughters Kaila and Andrea.

Erik R Boe
AAMS
Senior Vice President - Financial Consultant

(208) 725-5311
erik.boe@rbc.com

Erik R. Boe offers more than a decade of private wealth management expertise to his King Miller Barrios & Boe Investment Group (KMBB) clients. He works closely with clients' portfolios and is committed to providing fully comprehensive wealth management solutions. Boe has a proven track record of helping high-net-worth families, charitable foundations and business owners navigate every corner of wealth preservation and growth.

Prior to joining KMBB, Boe spent five years at A.G. Edwards, where was a member of the President's Council and was routinely recognized by the firm for his outstanding achievements regarding high-net worth wealth management services. Earlier, he worked for five years with Hailey, Idaho-based Power Engineers, Inc. as a project manager specializing in fiber optic and power system projects.

An active corporate citizen, Boe has served on the Idaho Conservation League board, is a member of the Environmental Resource Center board, and volunteers with the Galena Back Country Ski Patrol. He earned a Bachelor of Science degree from the University of Oregon and is an Accredited Asset Management Specialist (AAMS) from the School of Certified Financial Planners. A Seattle native, Boe has lived in Sun Valley since 1993, where he enjoys spending time with his wife Wendel and daughter Crosby, and the many things the Sawtooth Mountains have to offer.

Allison Moss
Senior Registered Client Associate

(208) 389-6813
allison.moss@rbc.com

Allison Moss is a senior registered client associate serving the operational and investment needs of King Miller Barrios & Boe Investments (KMBB) clients. She has more than 24 years of financial services experience, including over 14 years with the KMBB team members and 18 years as a senior registered client associate with Merrill Lynch.

Moss has earned Commodities Series 3 and Series 7 & 63 licenses. She enjoys ATV riding, boating and NASCAR races with her husband Doug. She has two sons, Ian and Matthew.

Julie Steinman
Senior Registered Client Associate

(208) 725-5313
julie.steinman@rbc.com

Julie Steinman is a senior registered client associate addressing the investment needs of King Miller Barrios & Boe Investments (KMBB) clients. Steinman has more than 20 years of financial services experience, including eight years as a Registered Financial Associate with A.G. Edwards, and more than 10 years as a Registered Representative with Fidelity Investments. She has been an integral part of KMBB client services since 2006.

Steinman earned a Bachelor of Science degree in finance from the University of Utah and Series 4, 6, 7, 8, & 63 licenses. She enjoys supporting her local Hunger Coalition, skiing, camping, gardening, and caring for three dogs, a horse and a turtle with her husband Tom, daughter Alyssa and son Mitchell.

Introducing the Wealth Management Professionals We Work With

The Wealth Management Professionals serve as a resource to RBC Wealth Management™ financial consultants. They develop a stronger understanding of your personal financial objectives, gather valuable information and support complex financial and wealth strategies issues for the clients of RBC Wealth Management.

Vickie McGill, CFP® , PFS
Vice President - Wealth Strategies Consultant/Estate and High Net Worth

Vickie McGill is a Vice President and Wealth Strategies Consultant for RBC Wealth Management. Vickie is based in Seattle and serves as a resource for financial consultants for understanding clients' financial objectives, gathering information and determining strategies for complex financial and wealth strategies issues for high net worth clients in the firm's Northwest region.

As part of her responsibilities, Vickie works with RBC Wealth Management financial consultants to develop appropriate wealth management solutions for clients. She provides a range of financial, investment, personal trust, estate, tax minimization and stock option strategies. In addition, Vickie helps design and implement plans to help maximize the retention and succession of family wealth and minimize the risk of concentrated stock positions. She is experienced in translating complex legal documents into a language that is readily understandable by clients. Vickie leads seminars and educational presentations for individual clients and groups on a variety of wealth planning topics.

Vickie has been with RBC Wealth Management since 2004. Previously, she spent 18 years in the financial services industry, holding various positions in wealth planning. She also has extensive background working with closely held family businesses. Vickie received her B.S. degree from Southwest Missouri State University. She holds a CPA license and the Certified Financial Planner™ designation. Vickie also holds the Series 7 and 66 securities licenses.

Marc Goode
Senior Credit Officer

Marc Goode is a Senior Credit Officer for RBC International Wealth Management. Based in Seattle, he works with RBC Wealth Management Financial Consultants in the firm's Northwest Region to provide customized lending solutions for high net worth clients.

Marc has been with International Wealth Management since January 2007 and has worked in the financial services industry for 18 years. Before joining International Wealth Management, Marc worked for UBS Financial Services as Divisional Vice President for the Northwest Region, servicing the lending needs for high net worth clients. Prior to UBS, he worked for Ford Motor Credit Company, where he served as Western Regional Operations and Asset Manager, assisting Ford and Lincoln Mercury dealers with their lending needs.

As part of his responsibilities, Marc provides recommendations to RBC Wealth Management Financial Consultants on how to help clients use collateralized securities to meet a variety of goals, including real estate purchases, bridge financing, construction financing and leveraging of investment portfolios. At the request of Financial Consultants, Marc will consult with their clients on credit and lending issues. He is also involved in structuring and initiating all aspects of the loans and lines of credit written through International Wealth Management.

Marc received a BBA in Finance from the University of Oklahoma and an MBA from Oklahoma City University. He holds the Series 7 license.

Doug Tarlton, CFP®, CLU, ChFC
Vice President - Wealth Planning and Insurance Consultant

Doug Tarlton is a Vice President and Insurance Consultant for RBC Wealth Management. Doug is based in Seattle and specializes in advising clients and financial consultants on using insurance solutions for funding strategies to accomplish planned giving, estate and business objectives planning in the firm's Pacific Northwest and West regions. As part of his responsibilities, Doug works with RBC Wealth Management financial consultants to develop retirement plans for businesses and succession plans for families. Doug works closely with clients' financial and legal advisers to establish appropriate wealth planning and insurance strategies. He also coordinates the activities of the network of agents and vendors who work with RBC Wealth Management financial consultants. Doug leads seminars for financial consultants on estate planning and business succession topics, and he assists charitable organizations in advising their donor bases on gaining tax advantages through their financial support. Doug has been with RBC Wealth Management since 2004. Previously, he spent 26 years in the financial services industry, holding various positions related to insurance trusts, estate planning, succession planning and retail brokerage. Doug holds the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Certified Financial Planner (CFP) designations. He also holds Series 6, 7 and 63 securities licenses, along with insurance licenses from various states.

RBC Wealth Management does not provide tax or legal advice. All decisions regarding the tax or legal implications of your investments should be made in connection with your independent tax or legal advisor.

Professional Trustee services are offered to RBC Wealth Management clients by RBC Trust Company (Delaware) Limited (RBC Trust) and Comerica Bank & Trust, N.A., who serve as trustee. RBC Wealth Management and RBC Trust are subsidiaries of Royal Bank of Canada (RBC) which operates under the brand name of RBC Financial Group. RBC Wealth Management and RBC Trust operate as separate affiliated entities and are wholly owned subsidiaries of Royal Bank of Canada. RBC Wealth Management will receive compensation in connection with offering these services. Neither RBC Wealth Management nor its Financial Consultants are able to serve as trustee.

Services provided by RBC International Wealth Management are subject to their terms and conditions, including credit approval. RBC Wealth Management may receive compensation in connection with these services. RBC Wealth Management and International Wealth Management are trademarks of Royal Bank of Canada which operates under the brand name of RBC. RBC Wealth Management and International Wealth Management operate as separate businesses. RBC Wealth Management is a wholly owned indirect subsidiary of Royal Bank of Canada. International Wealth Management is a division of Royal Bank of Canada.