Our team of talented wealth management individuals are dedicated to serving clients with excellence and living our core values of Integrity, Caring, Diligence, and Stewardship. While our mission and vision guide our purpose, we measure our success by the quality of our relationships with clients. We desire to be your trusted investment advisor for values based investing and legacy planning.
Loran F. Graham, CPA, CFP ®, CKA ®
CEO | President
Loran is a licensed CPA and CERTIFIED FINANCIAL PLANNER™ professional and holds the following FINRA securities registrations with LPL Financial: General Securities Principal (Series 24), Registered Representative (Series 7 & 63), Investment Advisor Representative (Series 65).
An experienced professional in the specialty area of Biblically Responsible Investing, Loran provides investment advice and financial planning services to individuals and families in the Spokane community, the greater Pacific Northwest region, and other states around the country. Loran is also a licensed life insurance agent in Washington and California. Loran is passionate about serving with excellence and making a positive impact in the lives of others.
In 2009, Loran became a Certified Kingdom Advisor® (CKA®). Certified members of Kingdom Advisors are individuals who have demonstrated themselves to be believers in Jesus Christ, able to apply Biblical wisdom in counsel, technically competent, ethical and of integrity, and committed to practicing biblical stewardship in their personal and professional life. Loran is also a published author.
Before establishing his practice as an independent financial advisor focusing on faith-based investing, Loran served for five years as First Vice-President of an institutional money management firm in Santa Monica, California, where he gained valuable experience in investment research and management. Loran’s first introduction to the investment business was in 1999 while working as an auditor for Arthur Andersen, and later Ernst & Young LLP, where he planned and supervised audits of investment management firms and banks in the Los Angeles area.
Loran received his bachelor’s degree from the University of California, Los Angeles majoring in Political Science with a Specialization in Business Administration. Additionally, Loran met the rigorous accounting and business educational requirements to earn the CPA license and CFP® certification.
Loran enjoys being active in his local community, having served most recently as an elder for Whitworth Church. Loran has also served on many non-profit boards in Spokane in past years, including the Vanessa Behan Crisis Nursery board of trustees, the Northwest Christian Schools Foundation planned giving committee, YMCA of the Inland Northwest corporate board of directors, Innovia Foundation (formerly known as the Inland Northwest Community Foundation) investment committee, Rotary Club 21 disability and invocation committees, and Christ Kitchen's mission impact committee.
Loran lives in Spokane, Washington with his two children. In his free time, Loran enjoys snow skiing and flying as a student pilot.
The Certified Financial Planner Board of Standards, Inc. owns the CFP® and CERTIFIED FINANCIAL PLANNER™ marks in the U.S., which it awards to individuals who successfully complete CFP Boards.
Jonathan M. Davis, CFP ®
Vice President | LPL Financial Advisor
Jon is a CERTIFIED FINANCIAL PLANNER™ professional and holds the FINRA General Securities Representative (Series 7) registration and the Series 66 Uniform Combined State Law registration with LPL Financial.
In 2017, Jon became a certified member of the Kingdom Advisors organization. Certified members of this organization are individuals who have demonstrated themselves to be believers in Jesus Christ, able to apply Biblical wisdom in counsel, technically competent, ethical and of integrity, and committed to practicing biblical stewardship in their personal and professional life.
Jon plays a vital role in the area of financial planning, trading, and investment services to support the firm’s team approach to client service. Jon also serves as a relationship manager for a growing number of clients. Jon is passionate about learning, professional development, and guiding clients in stewarding their resources to pursue their long-term personal and charitable goals.
Before joining LORAN GRAHAM Co. in 2015, Jon served at another large LPL Financial branch office in Spokane for three years, serving in many roles emphasizing client service, assistance in financial planning and investment management, and office administration.
Jon attended California State University Fullerton on a full Presidential Scholarship, graduating in December 2010 with a bachelor’s degree in Criminal Justice.
Jon lives in Spokane, WA with his wife Danielle and their sons, Lyle and Clark. Outside the office Jon enjoys being actively involved in his church, spending time with his family, playing and watching basketball, hiking, camping, eating, working outside, and reading. Jon is especially passionate about Gonzaga and Duke basketball.
The Certified Financial Planner Board of Standards, Inc. owns the CFP® and CERTIFIED FINANCIAL PLANNERTM marks in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Kingdom Advisors, Loran Graham, Co. and LPL Financial are separate entities.
Ashley M. Divine
Executive Assistant & Communications Director
Ashley serves as our Executive Assistant and Communications Director. Ashley is organized, caring, and genuinely interested in helping others. Since joining the firm in 2016, Ashley's role has expanded to include communications and marketing, and event planning for client events. As the first- and last person clients see when they are in the office, Ashley helps ensure clients and prospective clients feel welcome during their visit.
Ashley received her Bachelor of Arts in Communication from Dallas Baptist University in 2005. After graduation, Ashley worked in numerous ministry support roles from Presbyterian Children’s Homes to Apartment Life Cares Teams.
Ashley is a native Texan and relocated to Spokane with her family in 2014. Outside the office, she loves spending time with her husband and two children, Avery and Jude. Much of their free time is spent traveling, exploring, and photographing the beauty of the Pacific Northwest.
Director of Operations and Research
Zach joined our firm in 2017 as an intern and quickly moved into the full-time position of Operations Director. With responsibility for the day-to-day operational duties of the firm, Zach helps keep the office running smoothly and ensures all client paperwork and workflows occur in a timely, accurate, and professional manner. More recently, Zach’s role has expanded to include providing administrative support to advisors that are conducting investment research and helping to maintain our database of investment managers that align with our specialty in faith-based investing.
Zach holds the FINRA Series 7 General Securities Representative and Series 66 Uniform Combined State Law registrations through LPL Financial. Zach is currently seeking to become a Chartered Financial Analyst, having passed the first of three sequential CFA exams. Zach is currently a level 2 CFA candidate.
Zach graduated magna cum laude at Whitworth University with degrees in Mathematics and Mathematical Economics. While at Whitworth, he was a member of the football and track and field teams.
Before working at LORAN GRAHAM Co., Zach served as a Christian day camp counselor and also helped the Whitworth football operations as a recruiting assistant.
The middle of five children, Zach grew up in the shadow of Mt. Rainier on the west side of Washington state. Outside the office, he enjoys everything sports-related. A diehard Seahawks fan, Zach is often seen wearing blue in the office. Zach enjoys useless trivia and getting a laugh out of others.