Our advisors

Advisor photo for Bill Eldridge

Bill Eldridge

CFP®, CRPC, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Bill Eldridge Visit Bill Eldridge's website
Advisor photo for Kelly Stanicar

Kelly Stanicar

CFP®, APMA, CDFA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Kelly Stanicar Visit Kelly Stanicar's website
Advisor photo for Joseph Hale

Joseph Hale

APMA, CRPC

Financial Advisor

Learn more about Joseph Hale Visit Joseph Hale'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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Lisa Riddle

Lisa Riddle

Client Relationship Manager,

Business Development Director