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.

Search results for:

West: Inland Northwest

Clear All Filters

Laura Combs - Executive Managing Director

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

Frank-Piccolo

Frank Piccolo, CFP®, EA

Wealth Advisor

Bellevue, Spokane

Kathi McMahon, CFP®

Wealth Advisor

Coeur d’Alene, Portland, Spokane

Duncan Wilk

Duncan Wilk, CFP®

Regional Vice President

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

Grant Habersetzer

Financial Planner

Mia Boteler

Client Service Specialist

Renalyn Benner

Sr. Client Service Specialist

Doug Fabian

Doug Fabian

Sr. Vice President

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

Ready to get started?

Explore More

A man riding in a classic car he just invested in!

Insights

Investing in Classic Cars: A Passion That Can Pay Off

October 30, 2025

Insights

A Trust vs. A Will: Which One Is Right For You?

October 29, 2025

Insights

Your Guide to Making the Most of Workplace Benefits

October 28, 2025

Continue Browsing