Lallman, Felton, Peterson & Pierce
Public Accountants
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People

Relationships

That Drive Results

 

Our Commitment

Our professionals are committed to making your success a little more personal by tailoring our services to each client’s unique needs. Our team continually invests in education and research to ensure we have the technical expertise required to help our clients achieve results.

Our commitment to this community starts with our clients, but it doesn’t stop there. We have been involved individually and as a firm in the development of programs such as the Ketchum/Sun Valley Chamber & Visitors Bureau, Sun Valley Center for the Arts, Sun Valley Ski Education Foundation, and Ketchum and Hailey Rotary Clubs. The firm also supports many youth programs in the Blaine and Camas County school districts, especially those that challenge young people while offering them an opportunity for growth and development.

 
 

 
Greg@lfp2.com Ext 108  Linkedin

Greg@lfp2.com
Ext 108
Linkedin

SHAREHOLDER, CPA, PFS

Greg Peterson

Greg Peterson began his accounting career in Western Washington before moving to Ketchum in 1980. He became a partner of the firm six years later.

Licensed in Idaho and Washington, Greg’s clients rely on his wisdom for building wealth, managing assets, and focusing on direct financial planning that minimizes tax assessment.

Greg’s career is marked by his achievements in helping small businesses, their owners and individuals to be financially successful. By building long-term plans to meet their goals, educating their children and providing for endowments to charitable organizations while planning for retirement, Greg has always satisfied his clients while maintaining a sense of personal accomplishment.

Education

Loma Linda University
BA in Accounting, 1976

Activities & Affiliations

  • Personal Financial Specialist via the American Institute of Certified Public Accountants.

  • American Institute of Certified Public Accountants (AICPA), Member

  • Idaho Society of Certified Public Accountants, Member

  • Ketchum/Sun Valley Chamber & Visitors Bureau

  • Ketchum/Sun Valley Rotary Club, Member

Focus

  • Construction

  • Manufacturing

  • Service + Retail

  • Individual + Business


 
 
Ken@lfp2.com Ext 123  Linkedin

Ken@lfp2.com
Ext 123
Linkedin

MANAGING Shareholder, CPA

Ken Pierce

Ken takes pride in his relationships with his clients, knowing them as friends first and clients second. It’s this level of interest that helps him to better understand his client's’ dreams and desires and to make those a reality through his financial practices. He goes to work on the belief that financial planning can provide for individuals and their families now and for generations to come.

Ken works primarily with high net worth individuals and small businesses as they plan for growth, diversity and steady progress. He assists with taxation and compliance matters and is an impeccable source for financial planning.

 

Education

University of Idaho
BS in Accounting, 1987
Recognized as Outstanding Senior of graduation class

 

Focus

  • High Net Worth Planning & Taxation

  • Small Business Structure, Planning & Taxation

Activities & Affiliations

  • American Institute of Certified Public Accountants (AICPA), Member

  • Idaho Society of Certified Public Accountants, Member

  • Blaine County Hospice, Past Director & Treasurer

  • Hailey Chamber of Commerce, Past Director

 
 

Dennis@lfp2.com Ext 115

Dennis@lfp2.com
Ext 115

Senior Consultant, CPA

Dennis Lallman

After graduating from the University of Idaho, came to Ketchum to manage the accounting office of Severn, Ripley & Dorn and purchased the practice in 1974.

After 45 years at Lallman, Felton, Peterson & Pierce,P.A., Dennis has truly perfected the art of client relations. Dennis constructs an individual plan for his client’s needs, knowing that his work does not end when the plan is completed. He follows up with regular reviews and critical analysis to keep his clients’ financial growth ahead of the curve.

Education

University of Idaho
BS in Accounting, 1971

Activities & Affiliations

  • American Institute of Certified Public Accountants (AICPA), Member

  • Idaho Society of Certified Public Accountants, Member



Focus

  • Trust + Estate Planning & Taxation

  • High Net Worth Individual Taxation & Planning

  • Business Planning & Succession


 
 
Tim@lfp2.com Ext 113  Linkedin

Tim@lfp2.com
Ext 113
Linkedin

CPA

Tim Hamilton

In 2007, after 20 years as an employee and shareholder of the firm, Tim relinquished his ownership interest to pursue other outside business interests. While he has maintained those outside business interests, he has remained a Senior Associate of the firm and still dedicates significant time to the practice of public accounting with the firm, particularly in the areas of individual and business taxation and consulting as well as hedge fund taxation and accounting.

Education

University of Idaho
BS in Accounting, 1985

Activities & Affiliations

  • American Institute of Certified Public Accountants (AICPA), Member

  • Idaho Society of Certified Public Accountants, Member

Focus

  • Individual Planning & Taxation

  • Business Planning & Taxation

  • Investment Broker/Dealer

 
 

Kody@lfp2.com Ext 120  Linkedin

Kody@lfp2.com
Ext 120
Linkedin

CPA

Kody Laggis

Kody graduated from the University of Idaho in 2013 with a double major in accounting and finance. Kody joined the the firm later that year and passed the CPA exam in 2014.

Kody enjoys all aspects of the Wood River Valley, including the abundance of outdoor and community activities. He enjoys working with clients from the early planning stages of projects all the way through until the plan comes to fruition.

Education

University of Idaho
BA in Accounting and Finance, 2013

Activities & Affiliations

  • American Institute of Certified Public Accountants (AICPA), Member

  • Idaho Society of Certified Public Accountants, Member

  • Ketchum/Sun Valley Rotary Club, Member

Focus

  • Individual + Small Business

  • Tax Planning


 
 
Heidi@lfp2.com Ext 114  Linkedin

Heidi@lfp2.com
Ext 114
Linkedin

CPA, CFP™

Heidi Shelton

Heidi is a Ketchum native and graduated from Whitman College with a degree in Physics in 2002. She spent the first 10 years of her career as an aerospace engineer in Los Angeles but always knew she wanted to return to her roots in the Wood River Valley. In that pursuit, she returned to school at the University of California Los Angeles in 2006 to study accounting. She graduated from UCLA in 2009 and sat for the CPA exam in 2010. Heidi is licensed in Idaho and California.

When she’s not at the office, you can usually find Heidi mountain biking, river rafting, or hiking with her family during the summer and backcountry skiing during the winter. She also enjoys volunteering for local nonprofits and international travel.

Education

Whitman College
BA Physics, 2002

University of California Los Angeles, UCLA
Accounting Certification, 2009
Financial Planning Certification, 2017

Activities & Affiliations

  • American Institute of Certified Public Accountants (AICPA), Member

  • Idaho Society of Certified Public Accountants, Member

  • Financial Planning Association, Member

  • Board Treasurer and chair of finance committee, Sawtooth Botanical Garden

Focus

  • Individual & Business

  • Financial Planning

  • Wealth Management

  • Tax Planning

 
 

Dan@lfp2.com Ext 117

Dan@lfp2.com
Ext 117

SENIOR ACCOUNTANT

Dan Ibarra

An Idaho native, Dan grew up in Gooding and attended both the College of Southern Idaho for an Associate of Arts and then Boise State University where he graduated in Business Administration—Accountancy. Dan has been with Lallman, Felton, Peterson & Pierce since 2003. Outside of work he enjoys spending time with his partner Jennifer and three kids.

Education

Boise State University
BA Business Administration—Accountancy, 2002

College of Southern Idaho
Associate of Arts—General Business, 2000


Allison@lfp2.com Ext 121

Allison@lfp2.com
Ext 121

CPA

Allison Sarchett

Originally from Southern California, Allison attended Auburn University in Alabama where she graduated with a Masters in Accounting. Before starting her career in tax, Allison worked in finance as an auditor at PriceWaterhouseCoopers. Allison has been living in the Wood River Valley since 2011.

Education

Auburn University
BA in Accounting, 1999
Master’s in Accounting, 2000

Activities & Affiliations

  • Idaho Society of Certified Public Accountants, Member

Focus

  • Individual + small business


Jake@lfp2.com

Jake@lfp2.com

Staff accountant

Jake Stuart

Jake attended Boise State University, earning a bachelor’s degree in Accountancy in 2018 and a master’s degree in Accountancy, Taxation in 2019. He passed the CPA exams in the spring of 2019 and is in the process of obtaining his CPA licenses in California and Idaho.

Jake enjoys the Wood River Valley’s “small town, big life” lifestyle and is an enthusiastic participant in countless outdoor activities.  He takes a keen interest in his clients' financial well-being and prides himself in developing relationships with his clients based on trust, responsiveness and knowledge.  

Education

Boise State University
BA in Accounting, 2018
Master’s Accountancy, Taxation, 2019

Focus

  • Individual + Small Business

    Tax planning


Tanya Rudy

Office Manager

Tanya Rudy

Tanya has lived in the Wood River Valley for 27 years. Tanya has been a bookkeeper since 1992 and received an Associates Degree in Paralegal from Kaplan University in 2007.

Linkedin

 
Noemi Valerio

Client service specialist

Noemi Valerio

Originally from Chicago, Noemi completed two years of Medical Assisting/Licensed CNA and 10 years at the front office of Clearwater Landscaping before joining the firm in 2012.

 
 
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Mascot

Dash

Dash is a 10-year-old German Shorthair who spends most of her day boosting team morale. Dash enjoys napping in the sun, begging for snacks from Noemi and Tanya, and hunting chukars on her days off.