Financial Advisor
Alan Campbell, MBA, CFP®
An Idaho native, Alan holds a B.S. in Accounting from Utah State University, followed by an MBA and M.S. in Personal Financial Planning from Texas Tech University. A CERTIFIED FINANCIAL PLANNER™ professional since 2008 and an active NAPFA member, he brings over a decade of expertise in retirement and asset management. Alan is particularly driven by understanding investor behavior, helping clients navigate the psychological factors behind financial decisions to avoid common pitfalls.
Outside of his professional work, Alan is dedicated to his community through volunteer leadership and financial education. He and his wife, Amber, are the proud parents of four children. Together, they enjoy exploring the outdoors, traveling, and long walks on the beach.
Danielle Dursteler
Office Manager
Dani holds a B.S. in Business Management from Brigham Young University-Idaho. She joined Spinnaker Financial Advisors as Office Manager in 2005 and has been a steady, friendly presence for our clients ever since. She combines strong organizational, technical and interpersonal skills to make every interaction with Spinnaker smooth and comfortable—from answering questions about balances and statements to coordinating annual reviews and check‑in meetings. Dani oversees new account setup, transfer paperwork, quarterly reports and billing, as well as accounts receivable and payroll. A lifelong Idahoan raised in the Basalt/Firth area, she now lives in Idaho Falls with her husband, Jared, and their two children. Outside the office, she enjoys camping, motorcycling, hiking, bicycling, snowshoeing, reading and Sunday family gatherings. Each year, she also looks forward to singing in the community Christmas choir.
Our Beliefs
1) Optimism
We believe that the future will always be better than the past. This belief is not just because of our optimistic natures, but because it is the only outlook that matches the realities of human history.
2) Behavior
The largest component of an investor’s actual return is not which particular mutual fund they hold, but their behavior as investors. Whether an investor can stick with their long-term plan during good and bad times will have the greatest impact of any investment decision.
4) Timing
History shows that time in the market is far more critical than timing the market. Rather than chasing entry points, we prioritize durable duration to capture long-term growth for our clients.
3) Investing for Specific Goals
Investing works best when it is for a specific, measurable set of goals. This way, a custom asset allocation can be crafted to meet those goals. A goal-oriented financial plan is essential.
5) Cost
Everything else being equal between two similar investments, the one with the lower fees will perform better. We pay close attention to costs because it is a significant element of performance.