We serve as financial consultants to individuals, corporations, entrepreneurs, colleges, trusts and small businesses. Designations earned by members of the firm are as follows:

• 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 

• 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 

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

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

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

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  

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  - Bachelor of Arts Degree - Political Science