- FINRA Series 7, 63, and 66 securities registrations as an Investment Adviser Representative of Commonwealth Financial Network®
- Accredited Investment Fiduciary® (AIF®)
- Professional Plan Consultant™ (PPC™)
- Insurance licensed in Alaska, Idaho, Illinois, Oregon, and Washington
- Long-term care certification for Idaho's Long-Term Care Partnership program
An active student of the industry, John regularly attends workshops and conferences in order to further improve the client experience. He is very interested in expanding his understanding of behavioral economics and the relationship between investor behavior and success.
Recognized by his peers, John and the firm have been featured in nationally circulated industry publications, including Research magazine and Investment Advisor magazine. His concepts have been presented in the Commonwealth Business Review, and he has provided expert opinion in news interviews for a CBS television affiliate.
John and his wife, Celia, have three grown children. He enjoys most everything outdoors, but hiking in the woods and fly-fishing are among his favorite pastimes.
CERTIFIED FINANCIAL PLANNER™ practitioner
Matt has been working in the financial planning industry for more than 10 years. Knowing it was what he wanted to do, he started working at Weibler Financial while he was still completing his bachelor's degree in business finance from the University of Idaho.
Matt is a CERTIFIED FINANCIAL PLANNER™ practitioner. In addition, he holds the Accredited Investment Fiduciary® certification, his insurance license, and FINRA Series 7 and 66 securities registrations with Commonwealth Financial Network® as a registered advisor.
Matt and his wife, Jackie, were married in 2011 and had their first child in 2014. Matt loves living in Idaho and especially in Lewiston. While he and his wife certainly enjoy traveling, they could not imagine a more perfect place to live and raise a family. Matt and his family (especially his 3-year-old, Jane) enjoy fishing, hiking, and even just time spent playing in the backyard. Jackie is an incredible cook and having family dinner together is usually the best part of Matt’s day. Matt also enjoys shooting guns and hunting birds with his German shorthaired pointer, Walker.
Matt is currently serving as the president of the Lewiston Rotary Club. Chartered in 1921, this is one of the oldest Rotary Clubs on the planet. It is Matt’s desire to see the community he lives in be prosperous, healthy, educated, and for all of these things to endure sustainably. He believes Rotary to be one of the best ways for a person to have a real impact in these areas.
It is Matt's belief that rational thinking, thoughtful planning, and diligent follow-through are the prevailing factors that determine a person’s circumstance. Virtually any goal can be accomplished with commitment, objectivism, and a positive mental attitude.
Client Service Manager
Christy joined Weibler Financial & Retirement in March 2017. She began handling the administrative duties of the firm which included support to the advisors, maintaining operating efficiency with paperwork & software programs, greeting clients in the office as well as preparing materials for upcoming meetings with clients.
Christy has over 30 years of customer service and over 20 years of a variety of bookkeeping experience. She worked for her family owned Window Covering Business in Spokane during her young adulthood, this is where she first experienced bookkeeping duties, ordering processes and communication skills. She knew at a young age that she wanted to work with people, enjoyed bookkeeping & was very passionate about accuracy and making sure the operations of any business runs smoothly & efficiently. She has always kept that philosophy throughout her professional career.
After living in Chicago from 2000 to 2003 for her husband’s job, they found themselves in the Lewiston, Idaho Valley. With 3 small sons Christy and her husband Jeff wanted to be closer to their extended families. Christy worked in accounting and in accounts payable for several years. But her passion for small locally owned businesses drew her back to where she has found her home with Weibler Financial & Retirement.
Christy and Jeff love the LC Valley & plan on retiring here. She is very passionate about helping support her local community and the surrounding small businesses, non-profits & the schools, which have taken great care in educating & supporting her sons clear through high school.
Christy is currently serving as an Ambassador of the Chamber of Commerce, and just recently served on the United Way Education Grant Panel. Christy has taken on additional responsibilities at Weibler Financial, which includes working on key marketing initiatives, planning client events, business development, streamlining different workflows within the office & handling public relations for the firm.