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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Market: Inland Northwest

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Laura Combs, CFP®, MBA

Executive Managing Director

Jim Czirr, CFP®, CFA

Sr. Wealth Advisor, Sr. Director

Alexa Willis

Alexa Willis, CFP®

Wealth Advisor

Bellevue, Ketchum, Portland

Brian Norris

Sr. Wealth Advisor

Coeur d’Alene, Spokane

David Riffe

Wealth Advisor

James Everitt

James Everitt

Sr. Wealth Advisor, Director

Kathi McMahon, CFP®

Wealth Advisor

Coeur d’Alene, Portland, Spokane

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

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

Merritt McMahon

Merritt McMahon

Client Service Specialist

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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