Top financial advisors working with attorneys in Spokane Valley, WA

Robert Astin is a financial advisor at Pacific Wealth Advisory, LLC with two years of industry experience. He holds a Series 65 designation and has a background in accounting, serving as an equity partner at Thrive CPA, PLLC. Astin’s experience includes roles at Green CPA, PLLC and Schweitzer Engineering Laboratories. Pacific Wealth Advisory serves individual and high-net-worth clients, business entities, and retirement plans, providing discretionary and non-discretionary asset management, ERISA plan services, and financial planning. The firm employs a Modern Portfolio Theory-based investment approach, using institutional asset-class mutual funds and model portfolios across five mandates.

Billy Storlie Jr. is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill Lynch Pierce Fenner & Smith since 2012. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Rigoberto Chavez Gomez is a financial advisor with LPL Financial, holding a Series 66 license and bringing 10 years of industry experience. He has previously worked at UBS Financial Services and Cuso Financial Services, LP, and is currently affiliated with Spokane Teachers Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm supports its advisors with model portfolios, third-party asset management, and technology tools while managing over $819 billion in discretionary assets.

Scott Murock is a CFP® and ChFC® with 27 years of industry experience, currently serving as a financial advisor at Edward Jones since 1998. He is also a member and manager of STRAC LLC, a commercial real estate business based in Spokane, WA. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a nationwide network of more than 23,700 advisors.

Brenna Piper is a financial advisor at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. She has worked at JPM Chase Bank NA and Chase since 2016. Outside of her advisory role, she assists with a family hobby farm that operates a food dispenser for feeding goats. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Kayla Santos is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities. In addition to her advisory role, Santos is an independent insurance agent, offering life, fixed annuities, disability, long-term care, and health insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, wrap and money-manager programs, and educational seminars, structuring engagements as annual collaborative relationships focused on goal analysis and written recommendations.

Wanqiu Wu is a financial advisor at Citigroup Global Markets with a Series 66 designation and four years of industry experience. Wu has worked at Citigroup since 2017, including roles at Citibank N.A. prior to joining the current firm, and has prior experience in retail at Bloomingdales. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset investment advisory programs and execution services. The firm combines large institutional scale with specialized market roles, including in-house research and operations as a swap dealer and futures commission merchant.

Eric Hickok is a financial advisor at Hickok Advisory, LLC in Campbell, CA, with five years of industry experience. He holds the Series 65 and Series 66 licenses and has worked at several firms, including Wells Fargo and Shooter Financial, Inc. Outside of his advisory role, he is involved in tax law and tax preparation and holds a real estate license. Hickok Advisory provides discretionary and non-discretionary asset management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm uses fundamental and cyclical analysis to create customized asset allocations and offers ongoing portfolio management and planning engagements tailored to client objectives.

Glenn Evans is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in providing personalized financial strategies to a diverse client base. His clients include corporate executives in pharmaceutical, technology, and real estate sectors, business owners, attorneys, medical professionals, widows, members of the LGBTQ community, and extended families across more than 20 states. Glenn’s approach centers on understanding each client’s unique goals and challenges, with an emphasis on planning-based wealth management and legacy strategies. Before joining Merrill, Glenn held senior corporate development and strategy roles at Fortune 500 companies and served as a mezzanine lender to middle market businesses. He holds an MBA from Harvard Business School and a Bachelor’s degree from Amherst College. Glenn’s professional credentials include the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, Chartered Retirement Planning Counselor (CRPC™) designation, and Certified Plan Fiduciary Advisor (CPFA™) designation. He is an Advisory Member of the Association of African American Financial Advisors and serves as a Trustee of The Kappa Guide Right & Scholarship Fund of Montclair, supporting leadership development and scholarships for local high school seniors. In addition to his advisory work, Glenn contributes as a pro bono consultant to nonprofit organizations focused on arts and education and participates in the Harvard Business School Club of New York Community Partners Initiative. He resides in Livingston, New Jersey, with his daughter and enjoys activities such as biking, hiking, running, swimming, photography, music, genealogy, and traveling.

Sarah Crowe is a CFP® and Series 66 licensed financial advisor with 23 years of experience, currently working at Generational Wealth Advisors. She has been with Talis Advisory Services, LLC since 2016. Crowe is also licensed as an insurance agent for life, accident, and health insurance. Generational Wealth Advisors serves individuals, high-net-worth clients, family offices, trusts, foundations, business entities, and qualified retirement plans by providing discretionary investment management and financial planning. The firm uses a multi-disciplinary team approach with a focus on strategic asset allocation, diversification, and periodic rebalancing, employing primarily institutional mutual funds, ETFs, and other investment vehicles.