Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Insurance & Annuities
  • Intergenerational Planning
  • Estate & Legacy Strategies

Personal Interests

  • Outdoor Enthusiast
  • Skiing
  • Traveling
  • Hunting
  • Yoga

Contact Me

To discuss working together, request a complimentary consultation:

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Office Information


Office Hours
Monday 07:30AM - 04:00PM
Tuesday 07:30AM - 04:00PM
Wednesday 07:30AM - 04:00PM
Thursday 07:30AM - 04:00PM
Friday 07:30AM - 04:00PM
Saturday Closed
Sunday Closed


(877) 704-4263

Branch Team

  • Wanona Carroll
    Branch Office Administrator

Office Address

1305 Highway 2 West Suite B
Sandpoint, ID 83864
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