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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David Kerber

David Kerber, CFP^®, CRPC^®, MPAS^®, ABFP℠

Managing Partner

Scottsdale, Albuquerque, Tucson, Boise, Boise – Downtown, Sun Valley, Eagle, Spokane

Jim Czirr, CFP®, CFA

Partner

Spokane, Boise, Boise – Downtown, Eagle, Sun Valley

Brian Norris, CFP®, CPFA®

Sr. Wealth Advisor

Coeur d’Alene, Spokane

Frank-Piccolo

Frank Piccolo, CFP®, EA

Wealth Advisor

Bellevue, Spokane

Grant Habersetzer, MSFP

Wealth Advisor

Kathi McMahon, CFP®

Wealth Advisor

Coeur d’Alene, Portland, Spokane

Mia Boteler

Client Service Specialist

Renalyn Benner

Sr. Client Service Specialist

Duncan Wilk

Duncan Wilk, CFP®

Regional Vice President

Bellevue, Sun Valley, Portland, Portland – South, Spokane, Bend – Downtown, Bend

David Money

Sr. Estate Planning Strategist

Josh Gustafson

Executive Managing Partner

Denver, Scottsdale, Spokane, Boise, Boise – Downtown, Eagle, Sun Valley

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