Aspen Capital Management

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United States
Boise, ID
Aspen Capital Management

We provide portfolio management and financial planning advice to successful families and non-profit organizations.

As an independent, fee-only adviser, our clients have a true financial partner with no conflicts of interest.

06/11/2026

This month's Game Ball goes to someone who lives out one of Aspen's core values every day of working smarter, not harder: Johann Simpson!
Johann hasn't been with us for long, but he's already changed how we operate. He showed up with a great attitude and a knack for spotting where things could run better. He's not afraid to ask why we do something in a certain way, and more often than not, those questions lead us to something better, usually a simpler process that serves our clients more effectively.
What stands out about Johann is that he looks for the smarter path, and he's made the whole team sharper for it. Johann, thanks for showing us what working smarter looks like, the Aspen way!

05/10/2026

Happy Mother’s Day to all the amazing moms and mother figures in our community. Wishing you a day filled with love and appreciation!

05/08/2026

This month’s Game Ball recipient is a team member who consistently demonstrates one of Aspen’s core values in action—humility: Mike Keller.

Since joining Aspen, Mike has approached his work with a genuine sense of care, curiosity, and appreciation for both clients and colleagues. His ability to build meaningful relationships and connect deeply with clients is evident in everything he does and has made a lasting impact across the organization.

Even with all of his experience, Mike continues to show up with a learner’s mindset—seeking to grow, improve, and thoughtfully understand each client’s unique situation. That consistency in attitude and approach is what truly sets him apart.

Mike, thank you for being a daily example of what it means to embody humility in the Aspen way.

04/09/2026

This month's Game Ball recipient is the team member who brings both exceptional depth and meticulous accuracy to the great work he does: Jack Burnett!

Jack doesn’t just complete the work; he digs in. Whether it's a portfolio analysis, financial modeling, or preparation for client meetings, Jack delivers results that are thorough and precise. He asks the right questions, follows the details all the way through, and produces great work. He lives out our value of attention to detail and doing things the right way.

Jack will graduate from Boise State University in May 2026, and we are especially proud of the intellectual rigor and commitment he has brought to our firm during a very busy senior year. Go Broncos!

01/30/2026

ACM Values "Game Ball" Recipient:

Rachel Lysne truly lives our value of celebrating success as it happens. She never lets wins — big or small — go unnoticed, whether it’s a teammate earning new credentials, hitting a personal goal, or going above and beyond in their work. Her intentional recognition makes our culture stronger, more motivating, and a lot more fun. We’re lucky to have someone who reminds us that success is meant to be shared and celebrated.

01/15/2026

Got gift cards for Christmas? 🎁 Chances are at least one is still unused. The average American is holding onto $244 in gift card balances—money already spent but not enjoyed. This article from our December newsletter breaks down simple strategies to turn those gift cards into something you’ll actually use:https://files.constantcontact.com/092d5e57001/320857ca-26a2-4f16-9878-4cfe249685a4.pdf

12/30/2025

Can you pick the single best Christmas cookie, or is diversification the smarter strategy? The Aspen Capital Management team put this to the test with our first-ever Christmas Cookie Challenge a couple weeks ago! After 13 judges carefully evaluated taste, texture, and appearance, the results showed that 2 bakers, Stacia Mers and Brynn Shockey, noticeably outperformed the benchmarks (in this case, the other 5 competing bakers).

The results showed that you're much better off relying on diversification, or in this case, a large tray of assorted cookies to take home from the office! We hope you all are enjoying the holiday season as much as we are. 🍪🎉

12/22/2025

✨🎄 Sending joyful holiday wishes to you and yours from all of us! 🎄✨

12/17/2025

Congratulations to Taj for earning his CFP® designation! He studied diligently for more than a year, including a move across states and potty training his daughter—an impressive feat! We’re proud to celebrate this achievement and the expertise he brings to our team. Taj marked the occasion with a celebratory sushi dinner with his wife and a vanilla latte from a local Boise coffee spot with the team. Way to go, Taj!

12/11/2025

Brynn was selected for our December Values Game Ball for exemplifying our value of Trust. She consistently invests the time and attention needed to ensure every part of the client experience is handled with care. From training team members on processes to guiding clients through Aspen's new client onboarding, Brynn helps create a supportive experience for everyone. She is a trusted teammate and constantly reinforces the trust our clients place in us!

Address

101 S Capitol Boulevard, Suite 610
Boise, ID
83702

Telephone

+12083450174

Website

http://www.aspencapitalmgmt.com/

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