Our Team

Our team is committed to helping our clients. Whether it’s your personal financial needs or the needs of your family or business, you have placed your trust in us to help make your vision a reality. Our team honors that trust.

Together, we stand committed to providing the best customer service possible. If you have a problem or need assistance at any time, please let us know.

 

Ben J Bunfill , CLU®, ChFC®, CFP®, RICP®

Financial Representative

Office 509-459-9150


Email

Read Bio

Kyle J Scott

Advisor

Office 509-866-4326


Email

Read Bio

Steven Coggin , CFP®

Advisor

Office 509-459-9129


Email

Read Bio

Naomi Lathrum

Practice Manager

Office 509-459-9150


Email

Read Bio

LaRetta Endress , AIRC

Director of Insurance Operations

Office 509-838-5246


Email

Read Bio

Melanie Scott

Planning Assistant

Mobile 509-818-8604


Email

Read Bio