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Christine J

Series 63, Series 66

University Place, WA

Bankers Life Advisory Services, Inc.

Christine Jackson is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and seven years of industry experience. She has been with Bankers Life Advisory Services since 2022 and has worked at affiliated entities within Bankers Life since 2011. Bankers Life Advisory Services, Inc. provides discretionary portfolio management, investment consulting, and retirement plan consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, periodic rebalancing, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment process.

Wealth management Retired
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Ryan L

Series 65, Series 63

University Place, WA

Bankers Life Advisory Services, Inc.

Ryan Linford is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 65 and Series 63 licenses and has five years of industry experience. Linford has been associated with Bankers Life in various capacities since 2011, including roles at Bankers Life Securities, Inc. and as an insurance agent writing Medicare supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management strategies, with a focus on client goals, risk tolerance, and time horizons.

Wealth management Retired
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Danielle R

Series 66

University Place, WA

Bankers Life Advisory Services, Inc.

Danielle Rose is a financial advisor at Bankers Life Advisory Services, Inc. with three years of industry experience. She holds the Series 66 designation and has previously held various roles including training insurance agents and writing insurance products such as Medicare and life insurance at Bankers Life & Casualty, Inc. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a blend of fundamental, technical, and cyclical analysis to tailor asset allocations and manage portfolios aligned with clients’ goals and risk tolerances.

Wealth management Retired
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Cade B

Series 63, Series 66

University Place, WA

Bankers Life Advisory Services, Inc.

Cade Barrett is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and three years of industry experience. Prior to his current role, he worked at Looker Asphalt and Target. He also serves as a Unit Field Trainer at Bankers Life & Casualty, where he recruits and trains insurance agents and is appointed to write various insurance products including Medicare Supplement and annuities. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach involves customized asset allocation, periodic rebalancing, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide portfolio decisions.

Wealth management Retired
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Kyle L

Series 66

University Place, WA

Bankers Life Advisory Services, Inc.

Kyle Lapastora is a Series 66 licensed advisor with Bankers Life Advisory Services, Inc., having joined the firm in 2026. He previously worked for Washington State Department of Social and Health Services for 11 years. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis methods to create tailored portfolios aligned with clients' goals and risk tolerances.

Wealth management Retired
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Betty L

Series 63, Series 66

University Place, WA

Bankers Life Advisory Services, Inc.

Betty Lake is a financial advisor with Bankers Life Advisory Services, Inc., holding Series 63 and Series 66 licenses and seven years of industry experience. She has been with Bankers Life Advisory Services since 2020 and has additional roles with Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc. Lake is also a licensed insurance agent appointed to write Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis in its investment approach.

Wealth management Retired
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