Twenty Twenty Investment Advisors, LLC

Megan Billeter is a financial advisor with Twenty Twenty Investment Advisors, LLC and holds a Series 65 credential. She has one year of industry experience and has previously worked in various roles including positions at Pacific Office Automation and Western Washington University. Twenty Twenty Investment Advisors offers wealth management, financial consulting, and retirement plan advisory services to a range of clients including individuals, high-net-worth clients, and charitable organizations. The firm uses a combination of passive and active investment techniques guided by Modern Portfolio Theory and provides educational seminars and workshops as part of its services.

Jay Lake is a Certified Financial Planner® with 18 years of industry experience. He is currently with Origin Investment Advisory LLC and is also the owner of Twenty Twenty Investment Advisors, LLC. His professional background includes a long tenure at Twenty Twenty Investment Advisors since 2014. Origin Investment Advisory primarily serves individual retail clients through a subscription model and employer-sponsored workplace benefit programs. The firm employs a rules-based investment approach grounded in Modern Portfolio Theory and behavioral finance, offering AI-driven advice and discretionary portfolio management without charging traditional AUM-based fees.

Bruce Billeter is a financial advisor at Twenty Twenty Investment Advisors, LLC in Spokane, WA, holding Series 63 and Series 65 credentials with 29 years of industry experience. He has worked at Twenty Twenty Investment Advisors since 2019 and has also been associated with Billeter Wealth Management Inc. since 2007. Twenty Twenty Investment Advisors offers wealth management, financial consulting, and retirement plan advisory services to individuals, high-net-worth clients, foundations, charitable organizations, employer-sponsored retirement plans, trusts, and estates. The firm uses a combination of passive and active investment strategies based on Modern Portfolio Theory and emphasizes client education through seminars and workshops as part of its services.

Joshua Mastel is a CFP® professional with 11 years of experience in the financial advisory industry. He has been with Twenty Twenty Investment Advisors, LLC since 2016. Outside of his advisory work, he is an owner and part-time operator of a small farm that recently planted a truffle orchard. Twenty Twenty Investment Advisors provides wealth management, financial consulting, and retirement plan advisory services to individuals, high-net-worth clients, foundations, charitable organizations, employer-sponsored retirement plans, trusts, and estates. The firm combines passive and active investment techniques, emphasizing client education through seminars and workshops as part of its comprehensive approach.