About This Place

We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.

We have a combined experience of 35 years in the investment industry. Bill is a graduate of Gonzaga University and is Series 7, 9, 10, 63 and 65 licensed. Dina is a graduate of Eastern Washington University and is Series 7, 63 and 65 licensed. We specialize in company retirement plans (401k's, Simple IRAs and more) as well as individual retirement income analysis. Our trademark is service, education and full disclosure for our clients. With retirement plans or individuals, we strive to teach our clients more about their investments and choices each time we meet.

Our operating philosphy is simple; offering trusted advice and exceptional service is the cornerstone of our business. We assist our clients in selecting appropriate investments designed to meet their objectives. We place a strong emphasis on client education, believing that "the better informed the client, the wiser the investment decisions."

Spokane is our community and, along with our children, we have supported our community by volunteering or serving on boards of many non-profits including: CenterPointe, United Way, CampFire Boys & Girls, Gonzaga Prep Alumni Assocation, Junior Achievement, Assumption Parish School, Assumption Parish and more.

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