Where Financial Advice
and Wealth Management Begin
Start Today

What Sets Us Apart.

Headwaters are the tributary streams of a larger river. It is the combination of these streams, flowing from different sources, which together form a great river. At Headwaters Wealth Management, we bring the unique background of our partners together to form a more knowledgeable and problem-solving group. The idea behind Headwaters is that our team provides better service and a deeper level of knowledge than any single person can deliver on their own. We at Headwaters strive to improve the way that wealth management is delivered.

 

 

 

Our Associates

 
 

Robert B. Hayes | Partner

Bob has 24 years of experience as a financial advisor, and has served as a senior manager for one of the largest brokerage firms in the world. Learn More
 
 

Pamela Starks | Senior Registered Administrative Associate

Pam has over three decades of experience in the financial services industry, and has backed up advisers her entire career. Learn More
 
 

Paul L. Norman | Partner

Paul has more than 24 years of experience in the financial services industry. Throughout his career, Paul has continued his passion for working with businesses and individuals to help them achieve their financial goals. Learn More
 
 

Chris Billings, CFA | Partner

Chris has more than 21 years of experience in the investment industry. He is responsible for defining investment objectives and implementing investment strategies in accordance with those objectives. Learn More
 
 

Bart Leach | Partner

Bart is a second-generation financial advisor who has spent the past 19 years building relationships with his clients based on their needs and helping them meet their goals in an understandable way. Learn More
 
 

Lisa M. Derig | Partner

Lisa has 27 years of experience in the financial industry. She has worked as a senior financial advisor at one of the world’s largest financial institutions and as a vice president in private banking at two national banks. Learn More
 
 

Jackie Bernier | Senior Administrative Associate

Jackie brings more than 17 years of financial services experience to her role, and she is proud to provide clients with responsible and responsive attention to their transactions, requests, and inquires. Learn More
 
 

Tom Canfield | Financial Advisor

Tom has over a decade of business and financial experience in the Treasure Valley. He strives to help clients achieve growth and success in pursuit of their financial goals and places high importance on sound client relationships based on moral rectitude. Learn More

 

Questions? Contact Us Today.

Phone (208) 639-6151 · Email info@headwaterswm.com

FINRA’s BrokerCheck Obtain More Information About Our Firm and Financial Professionals

 

 
"We build uncommon and meaningful relationships with our clients. "
"We help you manage what is important to you today, and tomorrow. "
"If everyone is thinking alike, then somebody is not thinking. "
"An Adviser should anticipate, and satisfy your needs. "
"If you want to go somewhere quickly, go alone. If you want to go somewhere great, go together. "
401 W. Front Street Suite 400 | Boise, ID 83702  |  Map and Directions |  Accessibility Statement
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals