Qualifications
We serve as financial consultants to individuals, corporations, entrepreneurs, colleges, trusts and small businesses. Designations earned by members of the firm are as follows:
James K. Wilson
Certified Financial Planner since 1990
Securities licenses include:
- FINRA General Securities Representative Series 7
- FINRA Uniform Securities Agent Law Series 63
- FINRA Uniform Investment Advisors Law Series 65
- FINRA General Securities Principal Series 24
- FINRA Financial Operations Principal Series 27
- FINRA Operations Professional Series 9
Educational designations include:
Whitworth University undergraduate degree - Accounting
David B. Holloway
Certified Financial Planner since 2007
Securities licenses include:
- FINRA General Securities Representative Series 7
- FINRA Uniform Combined State Law Series 66
- FINRA General Securities Principal Series 24
- FINRA Operations Professional Series 9
Educational designations include:
University of Washington undergraduate degree - Economics
University of Idaho Master of Business Administration - Economics
Michelle L. Warner
Chief Operations Officer
Securities Licenses Include:
- FINRA General Securities Representative Series 7
- FINRA Uniform Combined State Law Series 66
- FINRA General Securities Principal Series 24
- FINRA Operations Professional Series 9
Educational designations include:
Spokane Community College – Associates of Arts Degree
Eastern Washington University undergraduate degree - Business Administration
Sarah J. Miller
Chief Compliance Officer
Securities Licenses Include:
- FINRA General Securities Representative Series 7
- FINRA Uniform Combined State Law Series 66
- FINRA General Securities Principal Series 24
- FINRA Operations Professional Series 9
Educational designations include:
Eastern Washington University undergraduate degree - Organizational Communications
Molly J. Chase
Portfolio Manager
Securities Licenses Include:
- FINRA General Securities Representative Series 7
- FINRA Uniform Combined State Law Series 66
Educational designations include:
Eastern Washington University undergraduate degree - Business Administration
Fern A. "Rose" Martin
Retirement Plan Specialist
Securities Licenses Include:
- FINRA General Securities Representative Series 7
- FINRA Uniform Combined State Law Series 66
Educational designations include:
Whitworth University undergraduate degree - Speech Communication
Joshua H. McLaughlin
Portfolio Manager
Securities Licenses Include:
- FINRA General Securities Representative Series 6
- FINRA Uniform Securities Agent Law 63
- FINRA Uniform Investment Advisors Series 65
Educational designations include:
University of Arizona undergraduate degree - Political Science
Laura E. "Elizabeth" Stutzke
Portfolio Administrator
Securities Licenses Include:
- FINRA General Securities Representative Series 7
- FINRA Uniform Combined State Law Series 66
Educational designations include:
Eastern Washington University undergraduate degree - Finance
Jennifer L. Isotalo
Portfolio Administrator
Educational designations include:
Eastern Washington University undergraduate degree - Finance, Human Resources and General Management
