Welcome to our firm. My story is that I came to Idaho because my grandfather always said that Coeur d'Alene was "paradise."
History - Who We Are
After great experiences at Phillips Exeter Academy, Stanford and Cornell Law School, I was in the process of choosing where to settle down. My father was a career US Army officer from Portland, Oregon and our family had relocated 14 times. My intent was to return to the western US after school, and Coeur d'Alene, Idaho offered significant opportunities. When I related my plans to my father, he told me that my grandfather had traveled often throughout the Northwest on business, and always said that Coeur d'Alene was "paradise."
That was good enough for me to make the move to Coeur d'Alene, sight unseen. In 1992, I joined Merrill Lynch as a financial advisor and participated in opening the Coeur d'Alene office. After over 20 memorable years with Merrill Lynch, I elected to open my own investment business in 2013 through Wagstaff Financial in the LPL Financial network.
Wagstaff Financial - What We Do and Whom We Serve
Our firm helps clients pursue their goals through financial investments, including stocks, bonds and mutual funds. We provide a wide spectrum of investment strategies and advice for multi-generation families, retired investors, and business, healthcare and other professionals. Our practice extends to various states throughout the nation.
Our 45 years of business experience in Coeur d'Alene gives us the extensive background to plan for complex issues which our clients face. These areas of focus include investment portfolios, retirement and estate strategies, credit and lending, education funding and philanthropy. We also suggest investments to generate the cash flows our clients look for in their lives. LPL and Wagstaff Financial do not provide tax or legal advice. We are grateful to our clients for entrusting their investments with us.
A major emphasis of our financial practice is to serve our clients in a professional, responsive and trustworthy environment. Personal communication and service is our priority. For the benefit of our clients, we leverage the extensive resources of LPL Financial. LPL is the nation's largest independent broker-dealer, based on total revenues, as reported in the 23rd Annual Independent Broker-Dealer Guide 2020, published by Financial Planning magazine.
Community Involvement - How We Help
I served for over 20 years with the Kootenai Health Foundation as a board and committee volunteer, including a two-year term as board chair, and a term as chair of the finance committee. I am also actively involved in my church. I have been a long-time member of the Coeur d’Alene Estate Planning Council, which sponsors monthly presentations on wills, trusts and probate.
For over 25 years, I served as a member of Rotary International. In 1994, I participated as a charter member in the formation of the Sunrise Rotary Club of Coeur d'Alene. In 2000, I transferred to the Rotary Club of Coeur d'Alene. As a member of the latter club, I chaired the Rotary Civic Improvements Committee. Our committee led the design and funding for the Fallen Heroes Plaza, dedicated to the Coeur d'Alene Fire and Police Departments. The memorial is located in Cherry Hill Park, behind the fire station at the intersection of 15th Street and Interstate 90.
My spouse Anne and I live in the scenic Coeur d'Alene area and value spending time with our family.
We enjoy working hard to suggest options to our clients for their financial concerns. If your dreams in life could be powered by our business platform, please call or email our office to schedule a conversation, at no charge, about joining our family of clients. Welcome.