Spokane, WA Office

Michael Moody is a financial advisor with Bankers Life Advisory Services, Inc. in Spokane, WA. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining Bankers Life Advisory Services, Moody worked at Bankers Life Securities, Inc. and Banker's Life & Casualty, Inc., and has been involved with Moody's Guitars, an entrepreneurial venture, since 2007. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across a range of securities with periodic rebalancing and performance reviews.

James Terrells Jr. is a financial advisor with Bankers Life Advisory Services, Inc. in Spokane, WA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He previously worked at Northwest Investment Advisors, Inc. and Lodestone Wealth Management, LLC. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals through discretionary and non-discretionary portfolio management and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations, offering customized investment strategies across various securities.