Broker Check


Welcome to our new blog! With our office relocation to the Historic Flour Mill located in Spokane, Washington, and the recent refresh of our website, it seemed appropriate to start a new blog! This area is dedicated exclusively to sharing our personal perspectives, insights, and what we are learning. I hope you enjoy it!

(Note that LPL Research updates -- including the annual LPL Research Outlook publications -- are now located in the Resources menu under LPL Research.)

Tuesday, April 23, 2024

It is a blessing to work with so many wonderful clients, and I want to express my heartfelt gratitude to each of you. These are challenging times for investors. Historically...

Tuesday, January 30, 2024

Dwight D. Eisenhower—the 34th President of the United States and a five-star general during World War II— presented the idea that would later lead to the Eisenhower Matrix...

Wednesday, December 13, 2023

This year brought exciting milestones – Ashley and I got married, our team relocated to a new office, and we restructured our business to better serve our clients...