CERTIFIED FINANCIAL PLANNER™ certificant since 1998.
Securities registered and insurance licensed since 1993.
Registered Principal with LPL Financial, member FINRA/SIPC, since 1996.
Investment Advisor Representative through LPL Financial, a Registered Investment Advisor, since 1996.
Securities registered with LPL Financial since 1996.
Past president of the Spokane Chapter, Financial Planning Association (1996 to 2009) and current member.
Member of the Spokane Estate Planning Council since 2012.
Graduate of the University of Oregon (1994). Bachelors degree in Finance and Marketing.
As you would expect from any prospective financial planner partner, I have the education, licensing, professional designations, peer group affiliations, and staff to serve your complex financial needs. My highest professional priority is to my client's financial health, well being, and balance.
Check the background of this investment professional
on FINRA’s BrokerCheck.
We are long term team members (2006 and 2008) and are the backbone of the office. Our combined years of industry experience enables us to rise to any challenge. With overall responsibility for day-to-day operations we play a crucial role in the smooth functioning of the office. We ensure a complete and timely execution of the multitude of details that create an exceptional client experience. In essence, Joi & Barbara do most of the work and John takes all the credit.
