Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Location: Ketchum

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Laura Combs, CFP®, MBA

Executive Managing Director

Alexa Willis

Alexa Willis, CFP®

Wealth Advisor

Bellevue, Ketchum, Portland

James Everitt

James Everitt

Sr. Wealth Advisor, Director

Mark Eshman

Mark Eshman

Director of Endowments and Foundations Group, Sr. Wealth Advisor

Duncan Wilk

Duncan Wilk, CFP®

Regional Vice President

Bellevue, Ketchum, Portland, Portland – South, Spokane

Merritt McMahon

Merritt McMahon

Client Service Specialist

Doug Fabian

Doug Fabian

Sr. Vice President

Ketchum, Santa Barbara, Spokane

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