Insight-based advice

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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.


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.

  • Walter-Ricker

    Walter Ricker

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AK
    • AL
    • AZ
    • CA
    • CO
    • DC
    • FL
    • HI
    • IA
    • ID
    • IL
    • ME
    • MI
    • MT
    • NC
    • ND
    • NH
    • NV
    • NY
    • OR
    • SC
    • TX
    • UT
    • VA
    • WA
    • WI
    • WV

    In 2019 Walt returned to working full time as a Financial Advisor after serving for over seven years as Branch Manager for UBS in Spokane. His educational background includes a BA degree from Colgate University, and an MBA in Finance from Florida State University. Additionally, Walt holds the CFP® financial planning designation.

    Walt has worked in financial services for over 20 years, and prior to that gained experience in corporate finance, management consulting and corporate acquisitions. Away from work he enjoys fly fishing, skiing, and family time with his wife Sandi and their two sons.

      • Colgate University, BA degree
      • Florida State University, MBA Finance
      • Senior Portfolio Manager
      601 West Riverside Avenue
      Suite 1200
      Spokane, WA 99201
      Walter Ricker
      601 West Riverside Avenue,Spokane,WA,99201

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