Through education and within the context of caring personal relationships, SagePoint Financial Services offers a full spectrum of financial planning services to assist clients in their pursuit of financial independence and goals. Through personal service and the development of long-term relationships, we strive to exceed our clients' expectations.

HistoryServing The Treasure Valley since 2002.SpecialtiesTax Preparation, Bookkeeping, Quickbooks, Payroll, IRS Tax Problems Solved, Small Business Advisors

I am proud to represent HealthMarkets Insurance Agency as the executive sales leader of the Idaho and Montana areas. We are focused on serving the life, health, Medicare, retirement and long-term care insurance needs of small businesses and all income families and individuals. I personally meet with my clients to understand their needs and provide objective guidance and solutions. I have lived in the Idaho community my whole life but I am licensed in 35 different states. I have been with this company my whole career and will be for the rest of it. Please contact me today for a free consultation.