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 such as 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 40 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. 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 22nd Annual Independent Broker-Dealer Guide 2019, published by Financial Planning magazine.
Community Involvement - How We Help
I serve with the Kootenai Health Foundation, in this position as past chair of the board of directors, and also am actively involved in my church. The Coeur d'Alene Estate Planning Council and Coeur d'Alene Rotary have been long-term activities. 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. Welcome to our family of clients.
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