Vickerman Investment Advisors, Inc.

Jeremy Houy is a financial advisor with Vickerman Investment Advisors, Inc. in Spokane, WA, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. His prior roles include positions at M Holdings Securities, Randall & Hurley, and TIAA-CREF. Vickerman Investment Advisors serves individuals, foundations, retirement plans, charitable organizations, institutions, trusts, and estates by providing investment management, portfolio trading and rebalancing, financial planning, retirement and estate planning, and tax consulting. The firm applies a Modern Portfolio Theory-based approach with diversified allocations across various asset classes and offers both discretionary portfolio management and an automated program called Buckets.

Marcus Holzschuh is a financial advisor at Vickerman Investment Advisors, Inc. in Spokane, WA, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Alaska Wealth Advisors and Alaska Tire Service, as well as work at the University of Alaska Anchorage. Vickerman Investment Advisors serves individuals, foundations, retirement plans, charitable organizations, institutions, trusts, and estates, offering investment management, financial planning, retirement and estate planning, and tax consulting. The firm employs a Modern Portfolio Theory approach with diversified allocations and provides discretionary portfolio management alongside an automated risk-tolerance-driven program called Buckets.

Michael Vickerman Jr. is a financial advisor at Vickerman Investment Advisors, Inc. in Spokane, WA, with 25 years of industry experience. He holds Series 63 and Series 65 licenses. His prior roles include positions at Ten Capital Wealth Advisors, LLC and Vickerman & Driscoll Financial Advisors, Inc. Vickerman Investment Advisors serves individuals, high-net-worth clients, foundations, retirement plans, charitable organizations, institutions, trusts, and estates. The firm provides investment management, financial planning, retirement and estate planning, and tax consulting, using a Modern Portfolio Theory approach with diversified allocations across asset classes.

Dylan Bohnert is a financial advisor at Vickerman Investment Advisors, Inc. in Spokane, WA, holding a Series 65 license. He has been with Vickerman Investment Advisors since 2023 and brings experience from roles in the golf and automotive industries, as well as from educational institutions including Washington State University and Joel E. Ferris High School. Vickerman Investment Advisors serves individuals, foundations, retirement plans, charitable organizations, institutions, trusts, and estates, offering investment management, financial planning, and tax consulting. The firm employs a Modern Portfolio Theory approach with diversified allocations and manages approximately $632 million in discretionary assets across a five-advisor team.

Christopher Grasmick is a financial advisor with Vickerman Investment Advisors, Inc., holding Series 63, Series 65, and Series 66 credentials and 21 years of industry experience. He previously worked at TIAA and TIAA-CREF from 2007 to 2021. Grasmick serves as a volunteer member of the Investment Advisory Committee for Eastern Washington University. Vickerman Investment Advisors serves individuals, high-net-worth clients, foundations, retirement plans, charitable organizations, institutions, trusts, and estates. The firm offers investment management, financial planning, and tax consulting, using a philosophy based on Modern Portfolio Theory with diversified allocations and discretionary management combined with an automated program called Buckets.