John has worked within the financial services industry since 2000 having served in various executive and management roles during his tenure. Prior to becoming a financial advisor, John served as a Sergeant and infantry Squad Leader in the United States Marine Corps and was stationed at Camp Pendleton as a member of the prestigious 1st Battalion, 1st Marines.

John has a passion for serving others and was previously on the Board of Directors for The Joyful Foundation, a non-profit organization that creates hand-made blankets for those faced with long-term medical treatments, chemotherapy, renal dialysis, as well as victims of spousal abuse and their children. John currently assists in raising donations for The Shamrock Rescue Foundation which saves and rescues dogs and other animals who are in urgent need of medical care and in danger of being put to death.

John received his Bachelor of Science Degree in Business Marketing and currently holds the CFP® and CDFA® designation and the Series 6, 7, 24, 63, 66, 99 and various state insurance licenses. John is also an approved Dave Ramsey SmartVestor Pro Financial Advisor.

John's greatest accomplishment is raising his three children through faith and he enjoys spending time with his wife exploring the great outdoors.

Todd spent his youth as a firefighter and paramedic and served in the US Navy during Operation Desert Storm and Desert Strike. He knew how to run into burning buildings and save people, but he didn't know how to protect his own grandmothers from financial risk when their spouses died. “I was totally stunned that the systems that should have been protecting them did nothing of the sort. I spent the next two years trying to help my grandmothers get their lives back on track.”

What Todd learned would eventually bring him into the business of protecting families – their way of life, their values and their legacies – so that what happened to his family wouldn't happen to others. Over the last two decades, Todd has built one of the largest private wealth management firms in the country. As the founding partner of Pacific Crest Planning, with more than $400 million in assets under management, he's worked to develop top-performing wealth management systems and is a nationally noted financial expert, speaker, strategic business planner and nonprofit consultant.

Todd is now getting back to his hometown roots, so to speak, focusing on teaching, coaching and counseling – including how to “disinherit the IRS” through investment strategies and help families be remembered for their values and their legacies, not just their money.

Jerry has more than 20 years of experience within the financial services industry with a focus on high-net-worth planning and investments strategies.

Jerry began his management career in the Office Equipment Industry, where he held various positions including that of Southwest Regional Sales Manager for Canon USA in Dallas, TX. He also held positions with Canon as Executive Vice President and President for Ambassador Office Equipment, a wholly owned subsidiary of Canon USA in Chicago. There he won numerous awards from Canon for Growth and Financial Control, served on the Board of Executive Advisors for Northern Illinois University and was named in the Who's Who in American Business.

Jerry began his financial services career as Vice President of Institutional Marketing at NSA Securities in Chicago. Jerry moved to the Northwest in 2004, where he was a financial advisor at Merrill Lynch in Spokane and later for Sterling Bank, covering nine Washington and Idaho branch locations.

He enjoys several hobbies, including wildlife photography, boating and showing muscle cars at local shows in the Spokane and Coeur d' Alene area. Jerry resides in Spokane with Kathy Piper and their Golden Retriever, Missy.