Let's move forward. Together.

Advocate Wealth Consultants

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Greg Hotchkiss

    Greg Hotchkiss

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • DC
    • FL
    • IA
    • ID
    • IL
    • IN
    • KY
    • MA
    • MD
    • MI
    • MT
    • ND
    • NJ
    • OH
    • OK
    • OR
    • TX
    • UT
    • VA
    • WA
    • WY

    For the past 32 years, Greg has worked directly with clients helping them achieve their goals in the face of numerous market corrections and recessions. A disciplined focus upon capital preservation and risk-managed growth strategies has contributed to his success. He approaches his role as an advisor and portfolio manager by bringing a "pessimistic optimists' view" – along with a healthy dose of skepticism. Personal investment in analytic tools (e.g. Bloomberg Terminal, and FactSet) many advisors are unwilling to make provide Greg with a tremendous perspective on the markets.

     

    California Insurance License OC64649

    • Forbes Best-in-State Wealth Management Teams, 2023, 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 Investment Management Analyst®
      • Chartered Retirement Plans Specialist℠
      • Senior Portfolio Manager
      601 West Riverside Avenue
      Suite 1200
      Spokane, WA 99201
    • Isaac-Hamilton

      Isaac Hamilton, CFA

      Financial Advisor

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      • AZ
      • CA
      • CO
      • CT
      • DC
      • FL
      • IA
      • ID
      • IL
      • IN
      • KY
      • MA
      • MD
      • MI
      • MT
      • ND
      • NJ
      • OH
      • OK
      • OR
      • TX
      • UT
      • VA
      • WA
      • WY

      For over a decade Isaac has helped clients build robust portfolios and customized financial models. During this process Isaac leverages his degree in Economic Sciences from Washington State University (Magna Cum Laude), as well as his investment knowledge as a Chartered Financial Analyst® charterholder. Ultimately, Isaac sees his job as being an advocate and coach for his clients. His job is to sit on your side of the table and guide you toward the life you want to live.

      When he’s not busy being an advocate for his clients you’ll find Isaac, and his wife Stephanie, snow skiing, water skiing, scuba diving, traveling the globe, playing board games, or reading a great book.

      • Forbes Best-in-State Wealth Management Teams, 2023, 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.

      • Washington State University, BS in Economic Sciences (Magna Cum Laude)
      • Washington State University Honors College
      • Chartered Financial Analyst®
      601 West Riverside Avenue
      Suite 1200
      Spokane, WA 99201
    • Kim-ODoherty

      Kim O'Doherty

      Senior Client Associate

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      • AZ
      • CA
      • ID
      • WA

      Kim O’Doherty has been working in the financial services industry for ten years; at Country Financial Services for four years and with UBS Financial Services since 2017. Prior to arriving in Spokane Kim lived and worked around the globe as the daughter and eventually spouse of retired U.S. service members.  On most weekends, you will find Kim either on a camping trip with her family or cooking up a new recipe, her passion. She also enjoys spending time reading and entertaining, with four children, more than 20 nieces and nephews, and parents in the area there is plenty of opportunity!

        • University of California, Riverside, BA in English
          601 West Riverside Avenue
          Suite 1200
          Spokane, WA 99201
        • Amanda Barnes

          Amanda Barnes

          Wealth Strategy Associate

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          • AZ
          • CA
          • ID
          • WA

          Amanda Barnes is an Oregon native and moved to the Spokane area in the Summer of 2020. She is a Portland State University graduate with a BS in Accounting (Cum Laude). Before joining the Advocate Wealth Consultant team in 2022, she worked in Public Accounting, focusing on Individual and Small Business taxation for 3 years. In her free time, Amanda enjoys testing out new baking recipes, reading, weightlifting, and traveling to National Parks with her Husband.

            • Portland State University, BS in Accounting (Cum Laude)
              601 West Riverside Avenue
              Suite 1200
              Spokane, WA 99201

            Focus on liquidity management

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            Managing wealth is our craft

            We’re committed to understanding what wealth means for you.

            At UBS, excellence comes from nurturing the best of our heritage, mastering the details and delivering the expertise you need to turn your financial vision into a reality. The result? Financial advice that is finely crafted for what matters most to you.

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            As of 11/07/2023

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