Experience

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.

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.