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Jackson Y

CFA®, Series 65

Coeur D'Alene, ID

Archer Wealth Advisors

Jackson Yenor is a CFA® charterholder with four years of industry experience, currently serving as an advisor at Archer Wealth Advisors. He has previously worked at Tumwater Wealth Management and holds experience in accounting and tax strategy through his role as a fractional CFO and senior analyst at Archer Strategic Advisors, PLLC. Yenor’s background also includes roles at the Association of Classical Christian Schools and Ashland University. Archer Wealth Advisors serves individual and high-net-worth clients, as well as small businesses, providing comprehensive financial planning and portfolio management. The firm utilizes quantitative analysis and Modern Portfolio Theory in its investment approach and operates an affiliated accounting practice to support complex tax needs and referrals.

Retirement income strategy Business exit / sale strategy Cash flow / budgeting Founder/Business Owner Retired
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Skyler K

Series 65

Coeur D'Alene, ID

Archer Wealth Advisors

Skyler Kressin is a Series 65-licensed financial advisor at Archer Wealth Advisors with two years of industry experience. He also serves as CEO and CPA at Archer Strategic Advisors, PLLC, an accounting services firm. Previously, he worked at Talley, LLP for seven years. Archer Wealth Advisors serves individual and high-net-worth clients as well as small businesses, providing comprehensive financial planning and portfolio management. The firm’s investment approach incorporates quantitative analysis and Modern Portfolio Theory, utilizing a range of investment vehicles and technology-driven reporting.

Retirement income strategy Business exit / sale strategy Cash flow / budgeting Founder/Business Owner Retired
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John S

CFP®, Series 66

Coeur D'Alene, ID

Archer Wealth Advisors

John Schannep is a CFP® with 14 years of experience, currently with Archer Wealth Advisors in Coeur D'Alene, ID. He has previously worked at LPL Financial, Southwest Investment Advisors, and Orange Capital Management. In addition to his advisory role, he is involved in an affiliated accounting practice focusing on tax strategy. Archer Wealth Advisors serves individual and high-net-worth clients as well as small businesses, providing comprehensive financial planning and portfolio management. The firm emphasizes quantitative analysis and Modern Portfolio Theory, offering customized plans and investment strategies supported by institutional sub-advisers when appropriate.

Retirement income strategy Business exit / sale strategy Cash flow / budgeting Founder/Business Owner Retired
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