Halvorson has worked in the financial services industry for more than 38 years. He earned his Bachelor of Science in accounting from the University of Idaho. He has earned the designations of Chartered Life Underwriter, Chartered Financial Consultant, Registered Health Underwriter, Accredited Estate Planning and Life Underwriter Training Council Fellow. He also holds Series 6, 7, 24, 26 and 63 security registrations and life/health licenses.
Halvorson is a 26-year recipient of the National Quality Award and a life member of the Million Dollar Round Table. He has served as president of the Financial Planning Association of Idaho, president of the Idaho Association of Life Underwriters, and president of the Boise chapter of the National Association of Insurance and Financial Advisors. He has also been a member of the Boise Estate Planning Council for 25 years.