Wealth advice that helps inspire confidence

DaltonBahneyTreinenPowersGroup

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • 20210730 - Sandra R. Dalton

    Sandra Dalton

    Managing Director–Wealth Management

    Financial Advisor

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    Sandy has over 30 years of experience helping clients identify and achieve their financial goals. She is directly responsible for the implementation of strategic and tactical wealth management strategies. In addition to helping clients build and protect wealth, Sandy ensures that investment strategies complement estate planning strategies. Sandy graduated summa cum laude from Virginia Tech with a B.S. in accounting. She passed the CPA exam with high distinction, and was employed by both predecessor firms of PricewaterhouseCoopers. She currently serves as a member of the Roman Catholic Diocese of Boise Finance Council and was Chairman of the Board of the Boise Rescue Mission for the past 20 years. She has served as Chairman of the St. Luke's Health Foundation, as President of the Boise Rescue Mission Foundation, and was a charter member of the Idaho Women's Charitable Foundation. She co-chaired the capital campaign for City Light Home for Women and Children, the Valley Women and Children's Shelter in Nampa, and has served on the Boards of the Thomas Foundation, Immanuel Lutheran Church and Luther Heights Bible Camp. Sandy has appeared on Fox Business News and has been a regular guest on KTVB's It's Your Business program.  A native of Idaho, Sandy and her husband live in Boise and have three children.

    • Barron's Top 1,000 Financial Advisors, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2020, 2021, 2022, 2023, 2024
      The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
    • Forbes America’s Top Women Wealth Advisors, 2017, 2018, 2019, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
    • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
    • Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

    • Virginia Tech, B.S. Accounting
      1161 West River Street
      Suite 340
      Boise, ID 83702
      sandra.dalton@ubs.com
      Sandra Dalton
      1161 West River Street,Boise,ID,83702
    • William R. Bahney 2

      William Bahney

      Senior Vice President–Wealth Management

      Financial Advisor

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      Bill has over 40 years of experience partnering with clients to help them pursue their financial goals using stock portfolios and other investment strategies. He began his career with Merrill Lynch after receiving his M.B.A. from Indiana University in 1972. Bill worked as a Financial Advisor in Denver Colorado for 20 years, and after being appointed Vice President in 1992, was selected to become a Managing Director, serving in that capacity for 15 years. During that time, he was responsible for 25 offices in Texas, California, Arizona, and Idaho from 1992 to 2008. Bill returned to Boise in 2008 to join the Dalton Bahney Treinen Wealth Management Group and is currently serving on the Board of Directors of the Boise Rescue Mission.  He has a son, daughter-in-law, grandson, and granddaughter who reside in the East Bay.

      • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

      • Indiana University, M.B.A.: 1972
        1161 West River Street
        Suite 340
        Boise, ID 83702
        william.bahney@ubs.com
        William Bahney
        1161 West River Street,Boise,ID,83702
      • 20210730 - Michael S Treinen

        Michael Treinen

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AK
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        As a CERTIFIED FINANCIAL PLANNER™ professional, Mike addresses major planning areas such as financial planning, investment planning, income tax planning, retirement planning, estate planning, insurance planning, and employee benefits planning. Mike also has his Certified Divorce Financial Analyst™ designation. He graduated magna cum laude from the University of Denver with a Bachelor of Science degree and went on to receive an M.B.A. from the University of Denver’s Daniels College of Business. His M.B.A. program focused on finance, emphasizing such topics as managing portfolio risk and analyzing investments. Mike is on the Board of Directors for the Idaho Catholic Foundation, where he serves on the Investment and Executive Committees. He has also served on the Board of Directors for Opera Idaho as well as on the Board of Directors for Caring Hearts and Hands of Hope, a local non-profit that provides educational support to orphans in Kenya. Mike resides in Boise with his wife, two sons, and daughter. He enjoys spending time in the Idaho outdoors with his family.

        • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2017, 2020The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
        • Forbes Best-in-State Wealth Advisors, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
        • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
        • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2018, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

        • University of Denver, M.B.A.
        • University of Denver, B.S.
        • CERTIFIED FINANCIAL PLANNER™
        1161 West River Street
        Suite 340
        Boise, ID 83702
        michael.treinen@ubs.com
        Michael Treinen
        1161 West River Street,Boise,ID,83702
      • 20210730 - Benjamin G Dalton

        Benjamin Dalton

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AK
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        Ben partners with clients to help them pursue their financial goals using stock portfolios and other investment strategies. He graduated from Boise State University with a bachelor’s degree in Business Economics in 2011, he joined the Dalton Bahney Treinen Wealth Management Group at UBS Financial Services soon thereafter. In 2015, he began serving in the role of financial advisor to clients. In 2018, Ben was promoted to Vice President – Wealth Management. In 2020, Ben was again promoted to Senior Vice President – Wealth Management. Each of those promotions correspond to recognize certain assets under management and revenue production levels for advisors at UBS. Ben and his team currently manage over $1 billion in client assets. Ben currently serves on the board of Caring Hearts and Hands of Hope, a local non-profit helping orphaned children in Kenya receive an education so that they may go on to college. He has also served as President of a local Toastmasters International club and helped establish the Alumni Chapter of the College of Business and Economics at Boise State. Ben and his wife, Jennica, have a daughter and three sons. He enjoys spending time outdoors with his family and attending Boise State sporting events.

        • Forbes Best-in-State Wealth Advisors, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
        • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
        • Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.

        • Boise State University, Business Economics
          1161 West River Street
          Suite 340
          Boise, ID 83702
          benjamin.dalton@ubs.com
          Benjamin Dalton
          1161 West River Street,Boise,ID,83702
        • Charles Powers

          Charles Powers

          Managing Director

          Financial Advisor

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          • AK
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          Chuck began his career in the Financial Services industry in 1994 with Merrill Lynch in Newark, New Jersey and worked as a Senior Financial Advisor for 11 years. He joined UBS in 2005, to pursue a management career and started as a Management Training Advisor in Lincoln Harbor training new FAs while participating in the firm's Leadership Management Development Program. In 2007, he became the UBS Branch Manager in Boise, Idaho. In September 2009, he became Complex Director for the Mountain Complex and in 2014, the Mountain Complex and Nevada/Utah Complex were merged with Chuck heading the new larger territory.  In July of 2016, UBS reorganized its operating model and Chuck was appointed Market Head of the Desert Market, headquartered in Las Vegas and also overseeing Arizona and New Mexico.  In 2019, Desert Market expanded its territory to include Idaho, Utah, and Montana and renamed the Desert Mountain Market. In April 2023, Chuck decided to transition out of management and returned to Boise, Idaho as a Financial Advisor joining the Dalton Bahney Treinen and Powers Wealth Management Group.  He lives in Boise, Idaho with his wife Fanny and three boys Luke, Markus and Quentin.

                1161 West River Street
                Suite 340
                Boise, ID 83702
                charles.powers@ubs.com
                Charles Powers
                1161 West River Street,Boise,ID,83702
              • Breanna L Brandon

                Breanna Brandon

                Wealth Strategy Associate

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                • AZ
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                • FL
                • ID
                • KS
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                As the team’s Wealth Strategy Associate, Breanna focuses on developing strategies to help clients protect their wealth and reach their financial goals. Breanna graduated from Boise State University in 2012 with a bachelor’s degree in Political Science, with an emphasis in Public Law and Political Philosophy. Breanna holds both the Series 7 and Series 66 securities licenses and is currently enrolled in a CFP® Program. Born and raised in Idaho, Breanna has a passion for fishing, painting, and spending time in the mountains with her daughter, Evelyn.

                  • Boise State University, Political Science: 2012
                    1161 West River Street
                    Suite 340
                    Boise, ID 83702
                    breanna.brandon@ubs.com
                    Breanna Brandon
                    1161 West River Street,Boise,ID,83702
                  • 20210730- Ryan D. Whitney

                    Ryan Whitney

                    Client Associate

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                      Ryan is a Client Service Associate responsible for helping clients with all of their operational and administrative needs. Ryan graduated from Boise State University in May 2021 with a bachelor's degree in Finance and is studying to acquire his Series 7 and Series 66 securities licenses. If Ryan is not working or attending classes, he is at the gym, playing basketball, golfing, or with his family and friends enjoying the outdoors.

                        • Boise State University, B.B.A., Finance: 2021
                          1161 West River Street
                          Suite 340
                          Boise, ID 83702
                          ryan.d.whitney@ubs.com
                          Ryan Whitney
                          1161 West River Street,Boise,ID,83702
                        • CR

                          Caroline Ren

                          Client Associate

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                            Caroline is a Client Service Associate providing operational and administrative support for the team. She recognizes that exceptional client service is the backbone of our firm.  Her goal is to work with the team to address the clients needs in a timely and organized manner. Caroline graduated from Penn Foster College in 2021, earned an associate degree in Paralegal Studies and specialized in Family Law.  Caroline is currently studying to acquire her Series 7 and Series 66 securities licenses. Caroline is an Idaho native and in her free time, enjoys snowboarding, hiking, and spending time with her husband, Jason.

                                  1161 West River Street
                                  Suite 340
                                  Boise, ID 83702
                                  caroline.ren@ubs.com
                                  Caroline Ren
                                  1161 West River Street,Boise,ID,83702
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