Our Team

When you become our client, you place your trust in us to help make your vision a reality. We honor that trust with the help of our team. Together, we make a strong commitment to customer service. If at any time you have a question, concern or need, please let us know.

 

Bret Michael Wheeler

Chief Executive Officer

Office 509-444-5866


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Sarah Dahmen

Chief Operations Officer

Office 509-444-5866


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James Noel

Financial Advisor

Office 509-444-5866


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Pat Clevenger , CLU®, ChFC®

Wealth Management Advisor

Office 509-444-5866


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Mike Welch

Financial Advisor

Office 509-444-5866


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Cody Lewis

Associate Financial Representative

Office 509-444-5866


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Ian Johnson

Client Service Representative

Office 509-838-5246


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Victoria Wheeler

Service Coordinator

Office 509-444-5866


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Jonathen C Hernandez

Financial Advisor

Office 509-457-1660


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Debbie Hamilton , LUTCF®, CLU®

Financial Representative

Office 509-444-5866


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Reid D White

Financial Advisor

Office 509-444-5866


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Hazel Bean

Office Coordinator

Office 509-444-5866


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Theresa Johnson

Client Service Administrator

Office 509-444-5866


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Desirae Kivett

Retirement Plan Service Representative

Office 509-444-5866


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Nancy Blanchette

Investment Operations Associate

Office 509-444-5866


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Sherri Dilley

Insurance Operations Associate

Office 509-444-5866


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Michelle Vice

Client Service Representative

Office 509-444-5866


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Kayla Kees

Client Service Representative

Office 509-444-5866


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Andrew Rowley

Client Service Representative

Office 509-838-5246


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Lisa Puzzo

Client Service Representative

Office 509-444-5866


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