Twenty Twenty Investment Advisors, LLC

Megan Billeter is a financial advisor at Twenty Twenty Investment Advisors, LLC in Spokane, WA, holding a Series 65 designation with one year of experience. Her background includes roles at Pacific Office Automation and multiple positions connected to Western Washington University and the hospitality industry. Twenty Twenty Investment Advisors serves individual and institutional clients, providing wealth management, financial consulting, and retirement plan advisory services. The firm’s investment approach uses Modern Portfolio Theory, client inputs, and a combination of analytical methods, with an emphasis on participant education and ERISA fiduciary roles for retirement plans.

Jay Lake is a financial advisor at Twenty Twenty Investment Advisors, LLC in Spokane, WA, with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Twenty Twenty Investment Advisors since 2014 and previously at Origin Financial for five years. Jay is also an owner of Twenty Twenty Investment Advisors. Twenty Twenty Investment Advisors serves individual and institutional clients, including high-net-worth individuals, retirement plans, foundations, trusts, and estates. The firm offers wealth management, financial consulting, and retirement plan advisory services, using a Modern Portfolio Theory-based approach that emphasizes client inputs and incorporates a range of investment vehicles and analysis methods.

Bruce Billeter is affiliated with Twenty Twenty Investment Advisors, LLC and holds Series 63 and Series 65 credentials. He has 29 years of industry experience, including 19 years at Billeter Wealth Management Inc. and over 7 years at Twenty Twenty Investment Advisors. Twenty Twenty Investment Advisors provides wealth management, financial consulting, and retirement plan advisory services to individual and institutional clients. The firm’s investment approach is based on Modern Portfolio Theory, using a variety of securities guided by client risk profiles and incorporates participant education within its retirement plan services.

Joshua Mastel is a CFP® professional with 11 years of industry experience and has been with Twenty Twenty Investment Advisors, LLC since 2016. He is also an owner and part-time supporter of a small farm, Seek No Further Farms, LLC, which has a truffle orchard. Twenty Twenty Investment Advisors serves individual and institutional clients, including high-net-worth individuals and employer-sponsored retirement plans, providing wealth management, financial consulting, and retirement plan advisory services. The firm’s investment approach uses Modern Portfolio Theory with a focus on ETFs, individual stocks, and other instruments as appropriate, incorporating client inputs and various analytical methods in portfolio construction.