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

Mia Boteler

Client Service Specialist

Renalyn Benner

Sr. Client Service Specialist

Doug Fabian

Doug Fabian

Sr. Vice President

Ketchum, Santa Barbara, Spokane

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