Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.

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Our advisors

Bill Eldridge

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Bill Eldridge Visit Bill Eldridge's website

Kelly Stanicar

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Kelly Stanicar Visit Kelly Stanicar's website

Joseph Hale

APMA®, CRPC

Financial Advisor

Learn more about Joseph Hale Visit Joseph Hale's website

Eli Christenson

APMA®

Financial Advisor

Learn more about Eli Christenson Visit Eli Christenson's website

Kasey Turnbull

APMA®

Financial Advisor

Learn more about Kasey Turnbull Visit Kasey Turnbull's website

Ricky Molina

MBA, APMA®

Financial Advisor

Learn more about Ricky Molina Visit Ricky Molina's website


Our team

Cole Patterson

Cole Patterson

Financial Planning Specialist

Personal Intro

  • From Spokane, WA
  • Class of 2021 at Eastern Washington University, majoring in Business Finance
  • Enjoys boating, being at the lake and baseball
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Gina Fiorillo

Gina Fiorillo

Client Service Specialist