Guiding Transitions with Confidence

I’m Jeff Uptmor, founder of Premier Advisory. I’m a Certified Public Accountant and Certified Management Accountant with over 30 years of experience helping clients navigate complex financial, tax, and business decisions. My practice is built on long-term relationships, sound judgment, and a steady hand through critical transitions.

Over the years, I’ve advised on everything from family business successions to $200 million mergers and acquisitions. I’ve guided clients through estate planning, corporate restructures, and strategic tax planning — always with a focus on protecting what they’ve built and helping them move forward with confidence.

I earned my degree in Accounting and Corporate Finance from the University of Idaho and remain an active member of the American Institute of Certified Public Accountants (AICPA), the Idaho Society of CPAs, and the Institute of Management Accountants (IMA).

While my technical background runs deep, what sets my work apart is the personal approach I bring to each client. I take time to understand your goals, simplify the path forward, and deliver advice you can act on. When I’m not working, I enjoy riding my motorcycle and spending time with my grandkids — a reminder of why this work matters and who we’re building for.

Every client is unique, and there’s no one-size-fits-all solution. If you're facing a major business or financial decision, I’d be happy to hear your story and explore how I can help