Seasoned, business ownership considerations financial advisors in Spokane, WA

Eric Green is a CERTIFIED FINANCIAL PLANNER® professional at Quantum Financial Planning. Quantum Financial Planning is a fee-only and fiduciary firm that serves retirees in Spokane and nationwide. Quantum Financial Planning helps those ready to retire design a retirement plan that is tax-efficient, organized, and flexible for the decades ahead. Its team is easy to reach by phone or email, has a deep bench of specialists, and can handle complex retirement planning scenarios. ► Our team can help you answer questions like: 💬 What can I do today to prepare my finances for retirement? 💬 When can I realistically stop working, or is early or semi-retirement possible for me? 💬 How can I proactively lower the taxes on my retirement or other major windfalls? 💬 What’s the right mix of investments to protect my money and still see it grow? 💬 What thoughtful steps can I take to make the most of an inheritance? 💬 How can I protect my hard-earned nest egg from inflation and rising costs? 💬 What’s an easy way to budget for travel, hobbies, and experiences without overspending? 💬 How do we adjust our financial plan if anything unexpected happens? 💬 Can I see how different choices I make today will affect my retirement lifestyle? 💬 Which accounts should I tap into first to help my retirement savings last longer? If you’d like help with retirement planning, proactive tax planning, or managing a large windfall like an inheritance or sale of a business, reach out to our team. We can help you understand how to make the most of what you’ve saved or will receive while also planning for multiple big goals. You only retire once… our goal is to make sure you’re excited for what comes next! Learn more about Quantum Financial Planning at: https://www.quantumplanning.com/

Maryanne John is a financial advisor at Serenity Advising in Spokane, WA, holding a Series 66 designation with 12 years of industry experience. Her prior roles include positions at Simple Wealth LLC, OSAIC, and Securities Service Network, Inc. In addition to her advisory work, she volunteers as a financial literacy educator for the nonprofit Financial Beginnings. Serenity Advising provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, and retirement plan sponsors. The firm emphasizes client-specific investment policy development and serves retirement plans as a limited-scope ERISA 3(21) fiduciary, utilizing fundamental and technical analysis, Monte Carlo planning, and modern portfolio theory in its investment approach.

Benjamin Klundt is a CFP® with 15 years of industry experience, currently serving at Hightower Advisors since 2023. He previously worked at Ten Capital Investment Advisors LLC and has been involved with nonprofit boards such as the Boy Scouts of America-Inland Northwest Council. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, offering access to various investment vehicles through proprietary research and portfolio construction.

Richard Biel is a financial advisor with American Independent Securities Group, LLC, holding Series 63, 65, and 66 credentials and bringing 32 years of industry experience. He previously worked at Capital Financial Services, Inc. for 12 years before joining his current firm in 2019. Outside of his advisory role, Biel is involved in fixed insurance sales as a general agent. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individual investors, pension plans, charitable organizations, and corporations. The firm employs an open architecture investment approach and manages accounts on both discretionary and non-discretionary bases, with compliance oversight and multiple implementation pathways.

Logan Phillips is a financial advisor with LPL Financial holding a Series 66 credential and three years of industry experience. He previously worked with Thrivent Financial and has additional experience in various service and management roles across multiple industries. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and advisory services, including access to model portfolios, third-party asset managers, and institutional platforms, supported by technology tools for operational and research purposes.

Jeremy Roets is a financial advisor with Thrivent Investment Management in Minneapolis, MN, holding Series 63 and Series 66 designations. He has 12 years of industry experience, including over a decade with Thrivent Investment Management and fifteen years with Thrivent Financial for Lutherans. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial topics. The firm focuses on holistic, goal-based analyses and allows clients to integrate planning with managed-account programs, while maintaining separate services and avoiding discretionary trading authority for planning engagements.

Austin Norris is a financial advisor with Edward Jones in Oskaloosa, IA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, Norris has ownership interests in real estate and construction businesses, including a real-estate office building, farmland, and involvement in a construction project. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of advisory programs, including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Erkki Peippo is a financial advisor with Concorde Asset Management, LLC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He previously worked at Sagepoint Financial Inc. for 14 years and operates Erkki M. Peippo, CPA, PC, providing accounting and insurance services. Outside of advising, he owns and manages Peippo Farms, a farming operation in Gladstone, MI. Concorde Asset Management serves individual, corporate, and retirement-plan clients with discretionary and non-discretionary portfolio management and tailored financial planning. The firm uses model portfolios and third-party strategists, including its Concorde UMA program on Envestnet, to build individualized portfolios and offers ERISA retirement-plan advisory services.

Daniel Memo is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 1998 and began his career with Smith Barney. Daniel focuses on serving high net worth individuals and business retirement planning. He holds FINRA Series 7, 66, 3, and 31 registrations. Daniel earned a Bachelor of Science degree in Business Administration from John Carroll University. He also holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His areas of expertise include college education planning, corporate benefits, equity compensation services, retirement income, and small business strategies. Daniel is active in the Poland community where he resides with his wife, Erin, and their four sons. He participates in organizations such as the Poland Community Baseball Association, Poland Flag Football, and St. Vincent De Paul. He has served as a board member of the Rich Center for Autism and is affiliated with Magic of Michael. Outside of work, Daniel enjoys baseball, basketball, football, golfing, swimming, table tennis, traveling, and spending time with his family.

Julie Mcdaniel is a CFP® and Series 66 credentialed financial advisor with 17 years of industry experience. She has been with Impactfolio LLC since 2019 and previously worked at Sharkey, Howes & Javer Inc for six years. Based in Denver, CO, she is part of a three-advisor team at Impactfolio. Impactfolio LLC is a SEC-registered adviser serving individual and high-net-worth clients, trusts, and other entities, managing approximately $289 million across about 126 relationships. The firm employs a strategic asset-allocation model that integrates ESG factors with traditional financial analysis and offers discretionary investment management alongside comprehensive financial planning services.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Cade is a financial advisor with LPL Financial based in Houston, TX. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Next Financial Group, Inc. for 20 years and Raymond James Financial Services, Inc. for six years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, integrating proprietary research and third-party strategies.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.