Meet the Team

After graduating from Gonzaga University in 2007, Brian began his career in the financial services industry in 2008 at Ameriprise. In 2017, he joined Waddell & Reed as a LPL Financial Advisor. Brian’s approach to planning revolves...

By taking a client-centered approach to financial planning Daryce aims to focus on what is important to and what drives her clients. She has a passion for building long-lasting relationships that allows her to make personalized...

Jacob’s approach to financial planning for his clients revolves around initial and continuing education. Through the learning process, his clients are able to understand and engage in their custom strategies, allowing them to....

In 2019 Mataiya graduated with a Bachelor of Business Administration from Eastern Washington University and is currently enjoying a break from schooling...

Kira was born in Minnesota and came to the Pacific Northwest for her education. She will be graduating in 2022 from Eastern Washington University with a Bachelor of Arts in Marketing. In her free time, she loves to enjoy the outdoors...