Let's move forward. Together.

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Adam, a native to the Pacific Northwest, graduated from Purdue University with a BS in Business Management coupled with a minor in Marketing. During his time at Purdue, Adam was a member of the Boilermaker’s swim team. He has over a decade of experience in the financial services industry managing both sides of his client’s balance sheet. Adam currently volunteers with Junior Achievement sharing his passion for finance with local high schoolers. In his free time Adam enjoys hiking and camping with his wife, Aly and three dogs, as well as swimming and training for endurance events.

• Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Certified Exit Planning Advisor
• CERTIFIED FINANCIAL PLANNER™

• AZ
• CA
• FL
• HI
• ID
• IL
• MT
• NH
• NV
• OR
• TN
• TX
• WA
• WY

• Forbes Best-in-State Wealth Advisors, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Rachel is an alumnus of New Mexico Military Institute and Eastern Washington University where she earned her commission through their ROTC program as an officer in the U.S. Army National Guard. She has lived in the Spokane region since 1991 and raised two wonderful daughters.  Rachel is focused on employee benefits and retirement plans. She is an avid gardener and can be found most sunny days tending her vegetable garden.

Amanda moved to Spokane from Arizona, over 10 years ago to attend Gonzaga University where she played on the tennis team. She graduated in 2017 with a degree in Sport Management & Marketing and minors in Communications and Philosophy. With her background in marketing, Amanda is focused on our team's marketing strategy as well as event planning in addition to her work as one of our Client Associates. Amanda is also a Certified "no snob" Sommelier and in her spare time puts those skills into practice with local wineries and restaurants.