Peter Bock, MBA
Peter Bock, MBA

Peter Bock, MBA

Portfolio Analyst

Peter Bock is a retired CFP® with a degree in Economics from the University of Washington and an MBA in Finance from Oregon State. He now lives in Priest Lake, Idaho, where he enjoys boating, biking, skiing, gardening, and photography. Peter volunteers with the Priest Lake Search and Rescue and the Coolin-Cavanaugh Bay Fire Dept.

Peter Bock is a retired Certified Financial Planner CFP®. He received a bachelor’s degree in Economics from the University of Washington and then went on to earn an MBA (also specializing in Finance) from Oregon State University. Go Beavers!  Prior to retiring, Peter's previous role was to help establish asset allocation models and security analysis.  He is now pursuing his dream of living in the Priest Lake area of north Idaho.

Peter and his wife Donna enjoy boating, mt. bike riding, water skiing and winter ski mountaineering. They are also avid gardeners, mixing "edibles" with flowers throughout their gardens. Photography is another of Peter's long-time hobbies, capturing nature while "wandering in the outdoors". Peter is a Team Leader on the Priest Lake Search and Rescue team which works throughout Bonner County, and also volunteers for the Coolin-Cavanaugh Bay Fire Dept.

Meet Our Full Team

David Demars, MBA, CFP®, CLU, ChFC

Certified Financial Planner™

Taylor Demars, MBA, CFP®

Certified Financial Planner™

Brent Sears, CFP®

Certified Financial Planner™

Laura Carlson

Operations Manager

Shelby Wulf

Client Service Associate

Melinda Frost, MBA

Head of Tax Preparation

Rachel Atwood

Tax Service Associate

Emily Seiffert

Tax Service Associate

Peter Bock, MBA

Portfolio Analyst

Ted Demars, MBA, CLU, ChFC

Founder, Retired

David Demars, MBA, CFP®, CLU, ChFC

Certified Financial Planner™

Taylor Demars, MBA, CFP®

Certified Financial Planner™

Brent Sears, CFP®

Certified Financial Planner™

Laura Carlson

Operations Manager

Shelby Wulf

Client Service Associate

Melinda Frost, MBA

Head of Tax Preparation

Rachel Atwood

Tax Service Associate

Emily Seiffert

Tax Service Associate

Peter Bock, MBA

Portfolio Analyst

Ted Demars, MBA, CLU, ChFC

Founder, Retired

Let’s Talk and See if We’re a Fit!

We’ll talk through where you are now, where you want to be, and how we can help you get there—starting with just a simple, easygoing chat.

Our calls are completely stress-free—guaranteed!