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:

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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

Educational designations include:
Whitworth University undergraduate degree - Business Administration - Accounting 

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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

Educational designations include:
University of Washington undergraduate degree 
University of Idaho - MBA - Economics 

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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

Educational designations include:
Spokane Community College – Associates of Arts Degree

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Sarah J. Miller 
Trading Specialist 

Securities Licenses Include:

• FINRA General Securities Representative Series 7
• FINRA Uniform Combined State Law Series 66
• FINRA General Securities Principal Series 24

Educational designations include: 
Eastern Washington University undergraduate degree  - Organizational Communications

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Molly J. Chase 
Trading Specialist 

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

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Rose Martin 
Pension Account Specialist 

Securities Licenses Include:

• FINRA General Securities Representative Series 7
• FINRA Uniform Combined State Law Series 66

Educational designations include: 
Whitworth University undergraduate degree  - Bachelor of Arts Degree - Speech Communication  

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Josh McLaughlin 
Portfolio Administrator 

Securities Licenses Include:

• FINRA General Securities Representative Series 6
• FINRA Uniform Securities Agent Law 63 

Educational designations include: 
University of Arizona undergraduate degree  - Bachelor of Arts Degree - Political Science