Our Team

Bachelor of Science in Computer Science and Bachelor of Arts in Music with an emphasis in Classical Guitar at Whitworth University

FINRA Series 7, 65, 6 & 63 Registered

Life, Health, Long-Term Care & Annuity Licensed

CERTIFIED FINANCIAL PLANNER Professional

Chartered Life Underwriter®

Chartered Financial Consultant®

Retirement Income Certified Professional®

______________________________________

Ben grew up in Oregon and move to Washington to attend Whitworth University in 1999. He currently lives in Washington State with his wife and four children, Hannah, Sarah, Josiah and Malachi. In his free time he enjoys spending quality time with his family, driving his 1942 Farmall Tractor around their 6-acre farm, gardening, playing music and reading.

Bachelor of Arts in Speech Communication and Rhetoric

FINRA Series 63 & 7 Registered

Life, Health, Long-Term Care & Annuity Licensed

_________________________________________

Kyle was born and raised in the small town of Everson, Washington. Once it was time for college, he moved to Spokane, Washington for Whitworth University and decided it was home. You’ll find Kyle on the golf course rain or shine the first day the courses open in the pacific northwest, until the snow shuts them down. He loves spending time with his wife and two kids, Audrey, and Trevor. He enjoys anything outdoors and playing guitar.

Bachelors of Arts in Business Administration with a major in Finance from Eastern Washington University

FINRA Series 6/63 & 7 Registered 

Life, Health, Long-Term Care & Annuity Licensed

________________________________________________

Steven is a Washington native with an affection for all the coffee shops and hiking trails the area has to offer. In his free time he enjoys volunteering at church, biking, reading, and playing guitar.

Bachelor of Science in Health Services Administration

FINRA Series 6/63 Licensed

Life, Health, Long-Term Care & Annuity Licensed

______________________________________

Naomi was born and raised in Washington State and lives on a 10-acre farm with her husband Charlie, and two children, Johannin and Violet. She is an active board member for Orchard Prairie School District and leads worship at her church. In her free time she enjoys hiking, playing music and finding new home improvement projects to add to her husbands list.

Bachelor of Arts in Social Work from Eastern Washington University

Associate in Insurance Regulatory Compliance AIRC

FINRA Series 6/63 Licensed

Life, Health, Long-Term Care & Annuity Licensed

_____________________________________________

LaRetta and her husband, Joel, married in September of 2015 and they just celebrated their son William's first birthday! They are both very involved in their church and serve together in numerous ways. They spend as much of their free time as they can in the great outdoors; whether it is hiking, trail running or rock climbing. Staying healthy and active is very important to them.

Life, Health, Long-Term Care & Annuity Licensed

_____________________________________________

Melanie was born and raised in Washington and she’s our “creative gone corporate”. Mel was once a graphic designer but found her way to the financial planning world and has loved it ever since. On the weekend, you can find her wrangling tiny humans, finding projects to do around the house, and probably talking someone’s ear off about the beauty in decluttering and getting rid of things you don’t need.