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 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...

With over 10 years of business administration experience, Desiree’s entrepreneurial mindset is focused on local economic growth through supporting business to business partnerships and approaching consumer relations from an...

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...