Spokane, WA Office

Team
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Hightower Advisors logo

Hightower Advisors

Enterprise

Firm-wide stats for Hightower Advisors

Total advisors

1,040

Across 224 offices

Clients per advisor

60 Typical

Avg AUM per client

$2,848,795 Very High

HNW client ratio

46% Very High

About

Hightower provides investment advisory and planning services to a broad mix of individual and institutional clients, including pension and profit-sharing plans, charitable organizations, corporations, trusts, registered and private pooled investment vehicles, insurance companies and other financial institutions. These services are delivered through its network of Advisor Practices and include discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting and access to pooled vehicles and private funds as described in the Form ADV.

The firm’s advisory model emphasizes manager selection and multi-manager solutions: Advisors may use Affiliated Managers (including Hightower’s Investment Solutions and the Hightower One program) and Third Party Managers, and Hightower discloses the use of proprietary research (including NEPC) and portfolio construction that can include mutual funds, ETFs, alternative investments and custom/direct indexing. The ADV also details operational features of the programs (monitoring, rebalancing and home-office trading for Hightower One) and discusses investment considerations for international and non‑U.S. exposure, tax-managed strategies and use of margin when appropriate.

Compared with many peers, the brochure highlights several less-common attributes: Hightower’s affiliated broker‑dealer, Hightower Securities, receives placement, distribution and other transaction-related compensation for certain products (including alternative investments and insurance), and the firm discloses commission-related activities and revenue-sharing arrangements. The ADV further shows experience with large pooled and institutional mandates (including sub-advisory and co-advisory roles for private funds) and describes managing cross-border exposures and related country/currency risks, which aligns with the firm’s disclosure of a notable non‑U.S. client presence and relationships with large institutional investors.

Based on Hightower Advisors

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting

Based on Hightower Advisors

Occupation focus

Founder/Business Owner Executive

Based on Hightower Advisors

Location

835 N Post Street #102

Spokane WA 99201

Advisors at this office

12

Advisors at this office

user avatar

David G

CFP®, Series 66

Spokane, WA

Hightower Advisors

David Gordon is a CFP® with 18 years of experience in financial advising. He is currently with Hightower Advisors and has previously worked at Ten Capital Wealth Advisors, LLC and Mutual Advisors, LLC. Hightower Advisors serves a diverse client base including individuals, institutions, and pooled investment vehicles. The firm focuses on manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
user avatar

Maria P

Series 65

Spokane, WA

Hightower Advisors

Maria Pollack is a financial advisor at Hightower Advisors with a Series 65 designation. She has two years of industry experience, including roles at TEN Capital Wealth Advisors and involvement with Whitworth University. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pension plans. The firm employs a multi-manager investment approach, utilizing affiliated and third-party managers, proprietary research, and a range of investment vehicles to serve its clients.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Daryl G

Series 66

Spokane, WA

Hightower Advisors

Daryl Geffken is a financial advisor at Hightower Advisors with eight years of industry experience. He holds the Series 66 designation and previously worked for ten years at D.A. Davidson & Co. Geffken serves on the boards of the Spokane Sounders Soccer Club and Whitworth University. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach features manager selection and multi-manager solutions utilizing affiliated and third-party managers, with access to a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Jacob T

Series 66

Spokane, WA

Hightower Advisors

Jacob Timm is a financial advisor at Hightower Advisors with 15 years of industry experience. He holds a Series 66 designation and has worked at Ten Capital Investment Advisors, LLC since 2012. Timm joined Hightower Advisors in 2023 and is based in Spokane, WA. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers discretionary and non-discretionary portfolio management among other services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Benjamin K

CFP®, Series 66

Spokane, WA

Hightower Advisors

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.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Amy V

Series 65

Spokane, WA

Hightower Advisors

Amy Van Lierop is a financial advisor at Hightower Advisors in Spokane, WA, holding a Series 65 credential with 10 years of industry experience. Her prior roles include positions at Mercer Global Advisors, Vickerman Investment Advisors, Ten Capital Wealth Advisors, and Vickerman & Driscoll Financial Advisors. She has a minority ownership interest in a family farming and hospitality business. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm’s offerings cover discretionary and non-discretionary portfolio management, financial planning, and specialized consulting for various institutional mandates.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Ryan F

Series 65

Spokane, WA

Hightower Advisors

Ryan Fisher is a financial advisor at Hightower Advisors with 13 years of industry experience. He previously worked for Ten Capital Investment Advisors LLC for 10 years before joining Hightower Advisors in 2023. He holds a Series 65 designation. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering multi-manager solutions through affiliated and third-party managers alongside proprietary research and a variety of portfolio construction strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Michael N

Series 65

Spokane, WA

Hightower Advisors

Michael Nilson is a financial advisor at Hightower Advisors with a Series 65 credential and one year of industry experience. Prior to joining Hightower, he spent 20 years at Gonzaga University as a Strength & Conditioning Coach and Director of Performance. He is also a co-owner of U District Physical Therapy and serves on the board of Spokane Hoopfest, a youth basketball event organization. Nilson created the Hoop Commitment podcast and website to assist high school basketball coaches. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and pooled investment vehicles. The firm emphasizes multi-manager solutions and proprietary research, offering discretionary and non-discretionary portfolio management, financial planning, and retirement consulting through its extensive network of advisors.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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Timothy M

Series 63, Series 65

Spokane, WA

Hightower Advisors

Timothy Mitrovich is a financial advisor with Hightower Advisors and holds Series 63 and Series 65 designations. He has 18 years of industry experience, including 14 years with Ten Capital Investment Advisors, LLC and three years with Hightower Advisors. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm emphasizes manager selection and multi-manager solutions, using both affiliated and third-party managers, and offers a range of portfolio management and financial planning services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
user avatar

Jon H

CFP®, Series 65

Spokane, WA

Hightower Advisors

Jon Heideman is a CFP® credentialed financial advisor with five years of industry experience. He is currently with Hightower Advisors and Ten Capital Wealth Advisors, and previously worked at BDO USA, LLP for twelve years. He is based in Spokane, WA. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager strategies using both affiliated and third-party managers, offering a range of portfolio management and financial planning solutions.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
user avatar

Robert B

Series 63, Series 66

Spokane, WA

Hightower Advisors

Robert Bishopp is a financial advisor at Hightower Advisors with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ten Capital Investment Advisors. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, offering access to both affiliated and third-party managers across various investment vehicles and strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
user avatar

Derek H

Series 65

Spokane, WA

Hightower Advisors

Derek Hare is a financial advisor at Hightower Advisors with Series 65 certification and two years of industry experience. His prior work includes roles at Pacific Peak Advisors, Inland Mortgage Inc., and Eric Steven Law. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to pooled vehicles and private funds. The firm’s advisory model focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a variety of investment strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Executive
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