MEET THE TEAM

Financial Planner, Owner 

• Over 30 years of experience in financial services.

• Uses faith-based financial planning to help people achieve their goals.

• Served on several boards: Camp Spalding, Union Gospel Mission, and Spokane FPA.

• Loves hiking and backpacking around Spokane with his wife Kerry.

• Finds refreshment in a good book, bike rides, and spending time with family and friends.

Financial Planner

• His favorite trip is the time he rode a motorbike the length of Vietnam.

• Featured expert on Yahoo News, MarketWatch, U.S. News, Next Avenue, and GoBankingRates. 

• Helps Spokane business owners with retirement plans and personal finances.

• Joined the team in 2020, with a bachelor's degree in Finance and Economics.

• Recharges with camping trips with his wife Jenny.

Operations Manager 

• Over 8 years of experience in the financial services industry.

• Graduated with a Bachelor’s degree in Mathematical Economics from Whitworth University.

• Loves to stay active in Spokane with her daughters and husband.

• Enjoys reading, cooking, running, and spending time at Spokane lakes in the summer.

• Currently serves as the Chapter Executive on the Spokane FPA team.

 Administrative Assistant
 

• Helps the office stay organized and efficient for our team.

• Holds an Associate in Arts degree from Miami Dade College.

• Loves to "keep things in their right place".

• Enjoys hiking in Spokane with her husband and kids.

• Finds enjoyment through baking, gardening, and solving puzzles.