John is a native of California, and has been residing in Idaho for the last 24 years. He has been in the financial services industry over 18 years. John currently holds Series 7, 63, and 65 securities registrations and is also licensed in Life, Health and Variable Annuity products. He assists his clients in attempting to achieve their financial goals, and investigates ways to reduce taxes and insurance costs. He maintains a “more than just investing” approach to his profession by providing excellent customer service.

*John offers advisory services through SagePoint Financial, Inc.

Steve Bullock has been in the financial services industry for over nineteen years. The first seven as a trusted advisor in Anchorage, Alaska where he grew up. The next ten years as an OSJ division manager in both Coeur d’Alene and Boise, Idaho. Currently, and for the past two years, he specializes in personal planning and service for all individuals, families and small businesses in both the Spokane area as well as all of Idaho.

Steve welcomes any questions and/or concerns you might have in the area of investments, insurance, pensions and any other related topics. He can also answer any questions about old beer cans from the 30’s, 40’s and 50’s, as collecting them is one of his hobbies. He also likes to hunt and fish, so if you need someone to tag along, give him a call.