Our Team

Our Team

Photo of team member

Joseph R. Call, PFS

Joe has over forty years of experience in financial services areas, beginning with Deloitte & Touche, a national CPA firm, and then continuing with Rudd & Company, a regional CPA firm in Eastern Idaho, where he was a partner until 2004.

Joe received a Bachelor of Science degree in Accounting from Brigham Young University in 1974. He received the Certified Financial Planner (CFP®) designation from the College of Financial Planning in 1986. In 1998 he received the Personal Financial Specialist (PFS) accreditation from the American Institute of Certified Public Accountants (AICPA); and was honored by the AICPA for having received the highest score in the nation on the June 1998 PFS Qualifying Examination.

Joe has been active in professional and community affairs throughout his career. He's served as President and a member of the Board of Directors of the Idaho Society of CPAs, and on many state and national professional committees and task forces, including the AICPA Continuing Professional Education Board of Management and the AICPA Personal Financial Planning Executive Committee. In addition to memberships in accounting professional organizations, he is a member of the National Association of Personal Financial Advisors (NAPFA), the leading organization in the United States for fee-only advisors.

His community involvement has included serving on the boards of directors of the Greater Idaho Falls Chamber of Commerce (and as its President), Rexburg Chamber of Commerce, Idaho Falls Symphony Society, Eastern Idaho Sailing Association and Bonneville County Crimestoppers. He's also served on the Ricks College Business Advisory Board, Eastern Idaho Technical College Foundation Board, and the Development Workshop Financial Advisory Board. He and his wife, Nola, recently served for three years on the President's Advancement Council of BYU-Idaho in Rexburg, Idaho. He is active in church service in his local congregation.

Joe has spoken at various state, regional and national professional conferences and training programs. He's written financial articles for the Idaho Falls Post Register, a local newspaper. He and Nola have been joyously married for over forty years and have six children and thirteen exceptional grandchildren. They enjoy music, cooking, theater, and traveling, and have fond memories of sailing.

Alan Campbell, MBA, CFP®

Financial Advisor

Alan joined Spinnaker Financial Advisors in 2014.  He was previously employed by a fee-only financial planning firm in Pennsylvania for eight years where he worked directly with clients advising on retirement planning, asset management, income tax planning, and various other projects.  An Idaho native, he is thrilled to return and serve the people of his home state.

Alan developed a passion for comprehensive financial planning while earning a Bachelor of Science degree in Accounting at Utah State University in 2004.  He pursued this passion further by earning Masters of Science in Personal Financial Planning and Masters of Business Administration degrees from Texas Tech University in 2005.  He received the Certified Financial Planner (CFP®) designation in 2008.

A committed lifelong student, Alan has maintained membership in the National Association of Personal Financial Advisors (NAPFA) which has provided opportunities to meet like-minded professional and learn the latest developments in financial planning.  He is particularly interested in understanding what makes investor’s minds tick and how to help them overcome behaviors that can be detrimental to their financial health.

As an outlet for his passion for financial planning and financial education, Alan has volunteered as an instructor with Junior Achievement, an organization that teaches lessons on business and economics to school students.  He has also volunteered with the Boy Scouts of America as an adult scout leader.

Alan and his wife Amber are fortunate to have three children.  They enjoy traveling, spending time outdoors and long walks on the beach.

Danielle Dursteler

Office Manager

Dani joined Spinnaker Financial Advisors as our Office Manager in 2005 where she has really enjoyed working with our clients. She uses her organizational, technical, and interpersonal skills to ensure that their experience with Spinnaker is comfortable and enjoyable. She not only takes care of our clients questions over the phone to discuss account balances, statements, and/or quarterly reports, she also takes care of scheduling meetings with our clients, whether it’s for their annual review of their portfolio or to make sure we’re still doing everything we need to be doing in order to meet their financial goals. Dani is in charge of setting up new accounts, transfer forms, and making sure all documents are accounted for. She is also responsible for getting our reports and billings out every quarter, our accounts receivable and our payroll.

Dani was raised in the Basalt/Firth, ID area and graduated from Firth High School. She and her husband, Jared, have a home in Idaho Falls with their son and daughter. They enjoy camping, motorcycling, hiking, bicycling, snowshoeing, reading and Sunday family reunions at her parents’ house. Dani is currently enrolled as an online student at BYU-Idaho where she is pursuing a degree.  She also loves to participate in the community Christmas Choir every year.

Website Design For Financial Services Professionals | Copyright 2020 AdvisorWebsites.com. All rights reserved