Some people are lucky to find their true calling in life. I am one of these fortunate people who found it early on. I love what I do, and that I'm able to do it in Sandpoint, one of the most beautiful places around.
Growing up, I worked in my father's financial planning firm. During that time, I realized how much of a positive impact having an advisor could make on people's lives and knew this was the field I wanted to be in. I was able to join the financial industry in 2013 after graduating from the University of Idaho. In 2016, I joined Edward Jones and opened my office in Sandpoint, ID.
I work with individuals, small business owners and large companies, creating strategies for their unique financial needs. My typical client is planning focused, committed to their strategy, appreciates the personalized approach my team offers and values the relationship we develop over time by working together.
I focus on explaining the investment work in terms you can understand and there are three main things I want my clients to walk out of my office knowing:
1. Why I'm suggesting a specific investment or strategy
2. What you may expect from it (volatility/return)
3. How much it's going to cost
In 2019, I attained my CFP® designation. I believe self-development is an important attribute to have in this industry and am always looking for ways to learn more to better serve my clients.
I am proud to be a member of this community and have been given the opportunity to serve as a chamber ambassador as well as a board member and current president of the Angel's over Sandpoint.
But, I'm not always working or volunteering! I love spending my free time outdoors with my husband, Adam, and our two dogs, Chester and Drango. You can find us all over the mountains year-round whether we're skiing or hiking!
If you are looking for a financial advisor, I invite you to experience the Edward Jones difference: in-person meetings and one-on-one relationships right here in Sandpoint.
- Retirement Income Strategies
- Wealth Strategies
- Insurance & Annuities
- Intergenerational Planning
- Estate & Legacy Strategies
My Personal Interests
- Outdoor Enthusiast
Phone NumberAlyse Ehrmantrout at (208) 263-0346
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