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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Laura Combs - Executive Managing Director

Laura Combs, CFP®, MBA

Executive Managing Partner, Head of Women and Wealth

Chicago, Ames, Boulder, Branson, Chesterfield, Denver, Frisco, Granbury, Green Bay, Sun Valley, Madison, Omaha, Onalaska, Plano, Rockwall, Schaumburg, Spokane, Springfield, Denver – Greenwood Village

Alexa Willis

Alexa Willis, CFP®

Wealth Advisor

Bellevue, Sun Valley, Portland

James Everitt

James Everitt

Sr. Wealth Advisor, Director

Katherine Fincher - Sr. Wealth Advisor

Katherine Fincher, MBA, CFP®

Sr. Wealth Advisor

Sun Valley, Boise – Downtown

Mark Eshman

Mark Eshman, CAP®

Partner, Endowments and Foundations

Duncan Wilk

Duncan Wilk, CFP®

Regional Vice President

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

Merritt McMahon

Merritt McMahon

Client Service Specialist

Doug Fabian

Doug Fabian

Sr. Vice President

Sun Valley, Santa Barbara, Spokane, Coeur d’Alene, Boise – Downtown, Eagle

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