Let's move forward. Together.

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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

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• DC
• FL
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• IN
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• MA
• MD
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• MT
• ND
• NJ
• NY
• OH
• OK
• OR
• TX
• UT
• VA
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• 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®

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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

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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)