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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West: Inland Northwest

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Josh Gustafson, CFP®

Executive Managing Partner, Central Division

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

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

Kathi McMahon, CFP®

Wealth Advisor

Coeur d’Alene, Portland, Spokane

Mia Boteler

Relationship Manager

Renalyn Benner

Relationship Manager

Duncan Wilk

Duncan Wilk, CFP®

Regional Vice President

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

Grant Habersetzer, MSFP

Wealth Advisor

David Money

Sr. Estate Planning Strategist

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Estate Planning

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