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: Spokane

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Laura Combs, CFP®, MBA

Executive Managing Director

Jim Czirr, CFP®, CFA

Sr. Wealth Advisor, Sr. Director

Brian Norris

Sr. Wealth Advisor

Coeur d’Alene, Spokane

Kathi McMahon, CFP®

Wealth Advisor

Coeur d’Alene, Portland, Spokane

Duncan Wilk

Duncan Wilk, CFP®

Regional Vice President

Bellevue, Ketchum, Portland, Portland – South, Spokane

Frank Piccolo, CFP®, EA

Sr Financial Planner

Bellevue, Spokane

Haiden Bowman

Director, Client Service

Ames, Bloomington, Boulder, Branson, Chesterfield, Denver, Denver – Tech Center, Frisco, Green Bay, Ketchum, Madison, Omaha, Onalaska, Schaumburg, Spokane, Springfield

Mia Boteler

Client Service Specialist

Renalyn Benner

Sr. Client Service Specialist

Doug Fabian

Doug Fabian

SVP, Channel Sales

Ketchum, Santa Barbara, Spokane

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