Our Team

As a result of working with our team, clients can focus on their business and personal life with a greater sense of financial security and peace of mind. Our team’s professional competence is evidenced by the industry education and designations earned by many members of the team. Our team has a staggering combination of 158 years in experience to the dedication of client trust and confidence. Our clients are the priority in our business; therefore, we treat them as such.

 

Our Advisors

Patrick D. Cummings , AAMS®

Wealth Management Advisor

Office 509-459-9122


Email

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Kyle J LaHonta , CLU®

Wealth Management Advisor

Office 509-755-0915


Email

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Our Associates

Teri L Sivanish , AWMA®

Director of Investment Operations and Services

Office 509-343-9141


Fax 509-343-9141


Email

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Natalie A Neer , AWMA®

Director of Investment Operations and Services

Office 208-892-5714


Email

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Chad M Krahn

Associate Wealth Management Advisor

Mobile 509-862-8688


Email

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Kolton Zender

Director of Client Experience

Office 509-505-6102


Email

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Betsy Gilliland

Director of Insurance Services

Office 509-381-7091


Email

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Our Affiliates

Joshua D Geiger

Financial Advisor

Office 509-838-5246


Email

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James H Bockemuehl , CLU®, ChFC®, AEP®

Wealth Management Advisor

Office 509-343-9140


Email

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