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Andrew M
Series 65
Tavernier, FL
Lodestone Wealth Management LLC
Andrew Mcdirmid is a financial advisor at Lodestone Wealth Management LLC with seven years of industry experience. He holds a Series 65 credential and previously worked at Eide Bailly LLP for five years. Outside of his advisory role, Mcdirmid assists with accounting, marketing, design, and strategic planning for an outdoor clothing retailer. Lodestone Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm provides discretionary portfolio management and financial planning, typically using a mix of exchange-traded funds, mutual funds, individual equities, and fixed-income securities tailored to client profiles and investment restrictions.
Kristy M
Series 66
Carlton, WA
Lodestone Wealth Management LLC
Kristy Maples is a financial advisor at Lodestone Wealth Management LLC with 15 years of industry experience. She holds the Series 66 designation and has worked at Northwest Investment Advisors, Inc. since 2013. Lodestone Wealth Management serves individual clients, trusts, pension and profit-sharing plans, charitable organizations, and other business entities, providing discretionary portfolio management and financial planning with customized portfolios that include exchange-traded funds, mutual funds, individual equities, and fixed-income securities.
Daniel M
Series 66
Spokane, WA
Lodestone Wealth Management LLC
Daniel Murphy is a financial advisor at Lodestone Wealth Management LLC in Spokane, WA, holding a Series 66 designation with 26 years of industry experience. He has been with Lodestone Wealth Management since 2009 and also has a concurrent affiliation with Northwest Investment Advisors, Inc. Outside of advisory work, Mr. Murphy personally owns and manages two rental properties. Lodestone Wealth Management serves individual clients, trusts, pension plans, charitable organizations, and business entities. The firm offers discretionary portfolio management and financial planning, utilizing customized portfolios that include exchange-traded funds, mutual funds, individual equities, fixed-income securities, and allocations to third-party Separate Managers and private placements for accredited investors.
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