It all started the day I drove across the Long Bridge in 1993 on my way to Alaska. Many have said driving across the Long Bridge is when they fell in love with this amazing community. I have now called Sandpoint home for over 25 years. My passion for skiing was the initial reason I moved to Sandpoint – to ski and ride the undiscovered gem Schweitzer Mountain. You will either find me skiing in the winter or sailing on our magnificent Lake Pend Oreille in the summer.

Growing up in Connecticut and working my way through Western Connecticut University at the Ancell School of Business to earn my B.B.A. was my initial exposure to investing. I worked for 10 years at a local Country Club where I was also exposed as a young man to the power of creating financial freedom.

Having spent 20 years working for Edward Jones, I have created a very personalized approach to Wealth strategies. I am dedicated to serving my clients and working together to create customized portfolios to achieve your long-term goals. I use an established process to help build personalized strategies to achieve your goals. We will partner together throughout your life to keep you on track.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Socially Conscious Investing
  • Portfolio Reviews
  • New Investors

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

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